investment advice

Wealth Management Advisors is dedicated to the proven principles of strategic asset allocation for portfolios with long-term investment horizons.

We work with each client to assess their risk profile and develop a portfolio that is specifically designed to meet their own personal and/or family goals comfortably.

Investment advisory services are part of a more comprehensive financial planning approach that we take with each client. We are not “hot stock pickers.” We do not believe in market timing. Our client portfolios are designed and implemented with a strategic long-term (greater than 5 years) perspective.

For shorter-term portfolios we emphasize a solid yielding fixed income focus which may include very limited equity exposure. We believe this is most appropriate for assets needed for a specific goal within the next three years. All clients are urged to have an accessible emergency fund of 6 to 12 months of expenses.


Blog

Get your dose of WMA insights, tips, hints and support with our blog.

NEWS

The investment world is changing fast. We review the stuff that's worth reading and throw out the rest.

EVENTS

Speaking, training and supporting our community, WMA's calendar is often booked. But there is always room for you.