Contact Us
Wealth Management Advisors, LLC
600 Clark Road, Fourth Floor
Tewksbury, MA 01876
(877) 448-3400
info@wmallc.com
Call or e-mail now for a free, no obligation one-hour initial consultation to discuss your personal situation and begin the planning process.
Please bring the following items to our first meeting:
- Your current estate documents (Wills, Trusts, etc.)
- A balance sheet listing your assets and who owns each asset (Which spouse, joint, etc.)
- A list of life insurance policies, their ownership and the stated beneficiaries of the insurance
- A list of other insurance policies, their coverage and purpose
- A summary of your annual income and expenses
- A list of some of your goals for your family`s wealth
Wealth Management Advisors can send you an fact finding organizer to assist you in your data gathering. Please e-mail us at info@wmallc.com and we will send it to you when you set up a consultation meeting.
Office Directions
- Take exit 38 (Route 38) off of Route 495.
- Go north on Route 38 toward Lowell.
- Take your first right onto Clark Road.
- Travel to the stop sign and our office is directly in front of you on the Fourth Floor.