In order to best serve our clients, we believe strongly in avoiding conflicts of interest. Conflicts are rampant in the financial services industry, and investors are often being charged both fees to prepare a financial plan and commissions to implement the recommendations by the advisor. We call this “double dipping”. In our opinion, this practice is generally unfair and unnecessary. 

 

As a Registered Investment Advisor, WMA has a fiduciary duty to its clients which is the highest level of care in the industry. Our sole task is to provide financial advice that is in the best interest of our clients. Period.

 

We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. 

​

Please contact us today to find out how we can help you navigate safely to your financial goals.