About Wealth Management Associates

At Wealth Management Associates we take a holistic approach to financial planning and investment management.

 By understanding your financial goals and reviewing all assets that are at your disposal, we can help to ensure that your various investment accounts are complimenting each other and that your account diversification and asset allocation are in line with your tolerance for risk.

Think of us as your financial GPS, guiding you to the financial destination you have chosen.

Our association with FSC Securities Corporation, an independent broker dealer, allows us the freedom to choose investments appropriate for your portfolio.

As an independent broker dealer FSC Securities Corporation does not maintain an inventory of stocks and bonds, thus avoiding the conflict of interest common place with many firms.

Our goal is to provide you with unbiased financial advice and an unlimited array of investment choices.


Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.