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Welcome to Wealth Management Associates, Inc.

Founded in 1999, Wealth Management Associates, Inc. has brought together advisors with extensive experience from some of the largest firms in the industry.  They use this experience, their complete objectivity and independence, and access to state of the art resources and technology to help their clients achieve their financial goals.

The Best of Both Worlds

Since we are locally owned and operated, we focus our company expenses on things that directly benefit our clients. This discipline allows us to provide a very high level of personal service at a reasonable cost. With our strategic relationships with large financial institutions such as Fidelity Investments and Securities America, Inc., we can offer the full spectrum of investments and financial strength our clients need. Our clients enjoy the low cost and personal service of a small firm, with the safety and access to resources of a large firm: The best of both worlds.

Investment Advisory

Invest using all the tools in the toolbox with an advisor acting as a fiduciary, putting your best interests first and foremost.

Retirement Income Planning

Low interest rates and market volatility are making a secure retirement more difficult. Our approach can help you deal with the uncertainty.

Goal Driven Financial Planning

What is your financial goal? Chances are we have helped many others get there and have the tools to help you get there too. Let our experience work for you.

Our Services

At Wealth Management Associates, Inc. our areas of expertise are: