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The WMGNA Experience

WMGNA gets to know its members. With a monthly membership, you have direct access to the person overseeing your assets.  Our unique method of financial stewardship builds a relationship of trust, transparency and collaboration. 

At WMGNA, we know your time is valuable. That’s why we take on the task of managing your financial life, so that you will be free to pursue other goals. Whether it’s growing a family, spending free time with the ones you love, building a business, or climbing the ladder—we will be there for you every step of the way, managing your assets.

We also understand the importance of communication. At WMGNA, you receive more face time with the person handling your money. We touch base with our clients regularly. With a monthly membership plan, you get up-to-date information on relevant issues affecting your portfolio, and reliable support from a team dedicated to your success. You will also have peace of mind knowing that your goals are our goals.

A WMGNA membership also comes with a Restylement Plan™ that is reviewed and updated regularly. The goal is to adapt as your life transitions from one chapter to the next. Your Restylement Plan will also reflect key investment considerations, such as portfolio diversification and market fluctuations.  

Unlike other wealth management firms, WMGNA is fee-based. This simply means that we don’t make money by selling you investment products. Rather, we are compensated for our independent advice, which is given in a conflict-free environment. We pride ourselves on transparency and have no hidden fees. 

We also partner with other trusted industry-leading financial companies and pass their valuable insights onto our clients. These organizations include accounting, insurance, legal, and other important businesses. You can find assistance for virtually any economic need at WMGNA. We call it All-Inclusive Wealth Management.

This style of money management uses a 360° approach to financial planning in order to manage your three life-stages:

               Stage 1 - Saving It                 Stage 2 - Spending It                 Stage 3 - Transferring It

It’s possible to be in any one stage, or all three stages, at any point in your life. Wherever you are in your financial journey, WMGNA will guide you through.

While we’re overseeing your financial life, you can be certain that your personal information is held in the strictest confidence. Your privacy is sacred, and we have internal protocols to protect it. WMGNA employees are bound to confidentiality and the firm’s code of ethics. The foundation of that written document is integrity, the same integrity that we have practiced since 1995.

You can keep track of your portfolio’s performance, account information, and financial documents 24/7 by clicking on the Client Login button. And our new mobile app makes it even easier to stay up-to-date anywhere, anytime.

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!