Broker Check

Executives at Publicly-Traded Companies

If you’ve succeeded in your journey up the corporate ladder, it may be time to look over your finances, protect what you’ve earned, and invest for the future. We can help you do that, and more.

With over 20 years of experience serving business executives and their families, our All-Inclusive Wealth Management Service is built upon an understanding of our clients’ needs. It includes a complete review of your entire financial life every year. We call it a Restylement™ plan, and we’ve seen it work in our clients’ lives.

At WMGNA, we make a 360° analysis of all your economic needs and provide assistance wherever necessary. You simply choose a monthly membership plan, which start as low as $175. In return, you receive unbiased recommendations, complete transparency, and no conflicts of interest. And with our new WMGNA mobile app, all your account information is conveniently accessible while you’re on the go.

Since starting WMGNA in 1995, we have improved and refined our financial services model to make it more accurately reflect the lifestyle, needs, and goals of our clients. We believe even more firmly now that relying on the government or a company’s future prospects to take care of you or your family is a road to failure.

Companies are a type of living organism. They live and then die in bankruptcy court. They can be acquired by another firm, or merge and disappear. Relying on the past performance of a corporation to take care of you and your family is a shaky proposition at best.

Trying to wade through the maze of equity compensation by yourself is another daunting task. We have been able to help numerous senior officials navigate topics such as restricted stock units, deferred compensation, 401(k) investments, long-term incentive plans, life insurance, and more. We can help you, too.

We believe money is a means to an end, but it’s not an end. Time is the great equalizer, and we all only have 24 hours in a day, 168 hours in a week, and everyone wants to have “enough” time to enjoy their money. 

That is why we created our True Success™ formula:

           True Success is Having a Great Lifestyle + Money × The Time to Enjoy It!

So, e-mail or Call Us today. To see how WMGNA can make the True Success formula work for you click here.