A complete list of active advisors currently associated with Wealth Management Corporation

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

Wealth Management Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm primarily constructs and manages individualized no‑load mutual fund and ETF portfolios, providing mostly discretionary portfolio management with custodial services through Charles Schwab Institutional. The firm describes a five-step investment process—identify risk, research and analysis (including direct engagement with no‑load fund managers), implementation, ongoing monitoring with daily account updates and account‑by‑account trading, and quarterly reporting and reviews. It uses charting, fundamental and technical analysis across long‑term, short‑term and trading strategies and allows clients to impose reasonable account restrictions. Wealth Management Corporation serves roughly 1,641 client accounts with three advisors—about 547 accounts per advisor—an arrangement that is uncommon among supported firms and indicates a high client load per adviser. The brochure notes reliance on affiliated back‑office and technology support (including one support firm manager who spends approximately 40 hours per week) and discloses that principals hold insurance licenses and a broker‑dealer affiliation and may recommend annuities or insurance products for which they could receive commissions, a potential conflict of interest.

To learn more about the advisors currently working at Wealth Management Corporation, 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.