"Your affairs are handled by a highly experienced team with the utmost care"

We place great importance on understanding your needs and objectives in order to develop and implement a customized wealth management strategy. Each relationship is viewed as a unique partnership with an emphasis on understanding and addressing all issues affecting your wealth and legacy.

We believe exceptional service can only be delivered by individuals committed to doing so.

Your team was selected to deliver an unparalleled level of service with a focus on meeting your needs and exceeding your expectations. We possess the experience and resources to address the multitude of wealth management issues that you face.

WFA's wealth advisors collaborate with you and your team of councilors (such as tax & estate attorneys, CPAs, and executive staff) to advocate the attainment of your vision and legacy.

We are committed to frequent communication with full access to our team and our resources. Regular reporting is prepared to provide portfolio status and account activity details. We emphasize the benefit of tracking your total net worth and asset allocation to provide an enhanced overall picture.