Our firm is composed of industry professionals with a strong background in investments, wealth management, tax planning, employee benefits and estate planning.

For 25 years, we have offered clients an alternative to the commission or stockbroker world by delivering objective advice free of ulterior motives and conflicts of interest. We establish relationships with our clients through full disclosure and build lasting connections with education and communication.WFA is not a performance-based practice. Our sole desire is to monitor, maintain and improve our clients’ financial health through sound investments and careful planning.

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