Broker Check

All Inclusive Wealth Management

WMGNA goes beyond traditional wealth management services, using a 360° approach to lifestage-based financial planning.  

Monthly Membership will entitle you to the following services:

Restylement Plan

Taxes – including the cost of preparation and filing of your Federal and one state return with our CPAs, or coordination with your current CPA, to make sure you are in compliance and avail yourself to tax reduction strategies, along with an annual tax approximation.

Ongoing consultations, reviews and specific recommendations in areas including, but not limited to:

  • Tax planning
  • Cash flow analysis
  • Risk management
  • Investments
  • Insurance
  • Educational funding consultation
  • Restylement planning
  • Real estate purchase and financing
  • Automobile financing
  • RSUs and stock option strategies
  • Employee benefits
  • Heritage and multi-generational planning
  • Corporate or business planning
  • Charitable giving
  • Consolidated Investment Reports 
  • Completion of necessary paperwork by our team
  • WMGNA, LLC App and personal financial website
  • Storage, organization, interpretation of all your financial paperwork/info
  • Access to our team of strategic partners
  • Invitations to social and business related events
  • Subscription to our Monthly Connect