Our Philosophy

The philosophy of our firm is found on the pillars of our corporate logo. If you look closely, you will see inscribed across the top of the three pillars the Latin words “Abundens Vita,” meaning “Abundant Life.”

At Wealth Management Associates, Inc., living an “Abundant Life” is our goal. It is the goal for our clients and for everyone in our firm. It is a goal that each of us must define for ourselves; it is not determined by how much wealth one accumulates. Money is a tool that can help us in pursuing activities that are truly meaningful in our lives, but it is not an end in itself.

Faith, family, friends, business, charity, travel and art are some possible components of living an abundant life. Which components are most important is a very personal matter. But regardless of how one defines an abundant life, we believe there are three “pillars” of conduct that we at WMA must consistently follow to help our clients achieve their goals, and to help ourselves, in turn, achieve our own goals. Those pillars of conduct are inscribed at the base of the three pillars on our logo.

The first pillar is “Honus,” meaning “honor.” It is said that honor is the only thing that cannot be taken away from a person. We strive to live our lives with honor and integrity. This goes beyond just following the letter of the law. Honor is what we do when nobody is watching. We strive to put the interests of our clients first and foremost, not because we are required to, but because it is the honorable thing to do. In the long run it is also the path to lasting success.

The second pillar is “Sagax,” or “wisdom.” Wanting to do the right thing is not enough. To help our clients achieve their goals, we rely on our extensive experience with some of the largest firms in the industry combined with in-depth research provided by the most respected independent sources. High-quality, independent research—when combined with the experience to know what to do with it—leads to sound financial decisions. Wisdom controls the emotions of greed and fear that lead so many investors astray. Experience, research, and wisdom, while not guaranteeing success, maximize the chances that our clients will achieve their goals.

The third pillar of “Fides” or “faith,” is most important. “Semper Fidelis” (“Always Faithful”), the credo of the United States Marines, reflects the self-sacrificing attitude of this outstanding arm of the military. While we do not compare our jobs to those of the men and women who serve our country, we do share their belief that God and Country are more important than self and personal desires. At WMA, we practice many religions, but we hold to a common understanding that there is a higher authority to whom we are accountable. We believe we were put on this earth to serve our fellow man and to make this world a better place for future generations.

We consider Wealth Management Associates to be a faith-based organization. This is not a reason for anyone to decide to do business with us. It is, however, an important part of how we personally strive to lead abundant lives and help our clients achieve the goals that will bring abundance to their lives.