WMGNA

Christopher Powers is a financial advisor at Wealth Management Group of North America, LLC (WMGNA) with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets, Triad Advisors, and Arkadios Capital. Powers is also licensed in health, life, and disability insurance and engages in insurance sales alongside his advisory role. WMGNA serves individuals, families, pension plans, and businesses by providing financial planning, tax services, and both fee-based and commission-based investment management. The firm’s investment approach centers on customized strategic asset allocation with regular reviews and incorporates third-party money managers and a variety of strategies, including options and alternative investments.

Jacob Sapia is a CFP® professional with a Series 66 license affiliated with WMGNA in Farmington, CT. He has experience working at Arkadios Capital, Prudential Insurance Company of America, and Osaic Wealth, among other firms, spanning more than six years in the financial services industry. His background also includes multiple roles at Roger Williams University and early career experience outside of financial services. WMGNA manages approximately $346 million in assets and provides financial planning, tax services, and investment management to individuals, pension plans, and businesses. The firm emphasizes customized asset allocation and uses a client-specific “True Success Plan™” to guide portfolio construction, often delegating day-to-day management to third-party managers while conducting thorough due diligence.

Daniel Friedman is a financial advisor at Wealth Management Group of North America, LLC (WMGNA) with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. from 2014 to 2017. Friedman is also involved in insurance sales, offering life, health, long-term care, and disability insurance products. WMGNA serves individuals, families, pension plans, and businesses by providing financial planning, tax services, and both fee-based and commission-based investment management. The firm employs a customized strategic asset allocation process, regularly reviews client portfolios, and combines third-party money management with in-house commissionable offerings and insurance products.

Brian Beck is a financial advisor with WMGNA who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Arkadios Capital and OSAIC, and has been with Wealth Management Group of North America, LLC since 1995, where he also serves as CFO and president. In addition to his advisory role, Beck is involved in insurance sales and asset-based lending for clients. Wealth Management Group of North America, LLC serves individuals, families, pension plans, and businesses, providing financial planning, tax services, and both fee-based and commission-based investment management. The firm uses a customized strategic asset allocation process and often employs third-party money managers, combining discretionary and non-discretionary management with commissionable securities and insurance products.