A complete list of active advisors currently associated with WMGNA

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

Wealth Management Group of North America (WMGNA) serves individuals, high‑net‑worth clients, families, and business clients through financial planning, tax-coordinated services, and both fee‑based and commissionable investment management. The firm offers subscription and hourly financial planning and tax services alongside investment management delivered either via third‑party money managers or directly by the firm. WMGNA’s investment process emphasizes customized strategic asset allocation and selection of third‑party asset managers (TPAMs) to match client objectives, with ongoing monitoring and annual formal reviews using third‑party platforms such as Envestnet and SEI. Portfolios may include traditional securities, ETFs, mutual funds, options, alternative investments, and third‑party manager programs; subscription clients receive consolidated reporting and access to a client portal. Compared with many peers, WMGNA’s advisors also act as registered representatives of a broker‑dealer and maintain insurance licenses, so the firm offers commissionable securities and insurance products in addition to advisory services — a dual role that the brochure discloses and manages through written conflict‑of‑interest procedures. The firm also combines tax preparation coordination with its subscription planning offering and operates with a relatively small advisor team overseeing several hundred client relationships and roughly $346 million in assets, while documenting a structured TPAM due‑diligence and termination protocol.

To learn more about the advisors currently working at WMGNA, 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.