A complete list of active advisors currently associated with Wealth Management Associates, Inc.

Warmer can help you find a great advisor at Wealth Management Associates, Inc. or one who fits your needs even better.

Wealth Management Associates provides discretionary portfolio management and asset-allocation services to a small set of clients, including high‑net‑worth individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and certain business entities. The firm manages approximately $78.8 million across 11 client relationships and generally requires a minimum account size for portfolio management. The firm constructs portfolios after gathering client objectives and risk tolerance, provides continuous supervision, and conducts at least quarterly formal reviews. Investment strategies are tailored by client and may combine tactical and strategic asset allocation, buy‑and‑hold approaches, allocations to alternatives, and occasional shifts to cash intended to mitigate downside volatility. Notable distinctions include an affiliation with an accounting firm through the principal — who is a certified public accountant with a continuing compensation arrangement with a former accounting firm — and an affiliated broker‑dealer arrangement under which some advisers may be registered representatives and can receive commissions, both of which are disclosed in the brochure. The firm also does not aggregate client trades and serves a concentrated, predominantly high‑net‑worth client base rather than lower‑balance retail investors, features that differentiate it from many peers.

To learn more about the advisors currently working at Wealth Management Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.