Imagine a crew team where one or two rowers were out of sync. They would certainly not be rowing as efficiently as possible! In order to give the best advice as “fiduciary advisors,” we must take a complete and holistic perspective of all financial matters when working with our clients.

 

Products & Services

Investment Advice

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

Tax Minimization Strategies

Tax minimization is more than just simply maximizing the amount of money you keep in your pocket at income tax time. It is a long-term engagement and an important component of the overall financial planning process.

Wealth Transfer Strategies

We help our clients to develop giving strategies and estate structures that enable them to efficiently transfer wealth to their heirs.

Risk Management Strategies

At Wealth Management Advisors, our unique fee-only approach to insurance provides a welcome break from the biased, high pressure, commission driven culture of the insurance industry

Comprehensive Financial Planning

It is precisely our Comprehensive Financial Planning approach that differentiates Wealth Management Advisors, LLC from those claiming to be wealth managers.

Blog

Social Security Facts for 2019

by Stephen Ahern on Dec 8, 2019

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.

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Why Do People Invest in Stocks?

by Stephen Ahern on Nov 15, 2019

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the entire process, from what exactly is a stock, to how do you buy stock.

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