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Our Team frequently produces remarkable videos, podcasts, publications, and news interviews. Check them out by clicking on the apps that you use below, and be sure to follow them to stay up to date!

Our Process

We create strategies that are tailored to your needs and goals.

Our Resources


Our Values

WMGNA was recognized by the Connecticut General Assembly with an Official Citation and Town of Farmington with a Proclamation recognizing our 30 years in business.

Our History


Our Process

WMGNA was named a Finalist in the ThinkAdvisor 2025 Luminaries Awards for excellence in Financial Planning/Tax Planning, Industry Disruption/Innovation.

Our History

In 2022, Daniel J. Friedman was featured on the cover of Proactive Advisor Magazine for Helping Clients Achieve ‘True Success’.


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Our Values

In 2010, Brian P. Beck won the Hartford Business Journal's prestigious CFO of the Year Award for the Small Private Company.

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