Every Wealth Management Accounting office understands that no one wants average performance from their professionals. We believe that we exist to add value to our clients by presenting options and working with you to ensure that all your financial needs are met. We place your best interest at the forefront of our operations, as we guide you through creating, preserving, and retaining your wealth. When our clients succeed, our company succeeds.

Family LLC

Created properly, this option will allow you to maximize your tax planning potential, protect your most valuable assets, and so much more.

asset protection.jpeg

IRA Rescue

Most clients are not aware of the risk involved in having an abundance of
pre-tax qualified money, allowing them
to make costly mistakes.

2020 03 11 DR IRA Contribution.jpg

Tax Planning

The integration of tax planning within your overall financial plan is imperative to creating, preserving, and retaining wealth.

safe%20investments_edited.jpg

Estate Planning

Sam Walton, the founder of Walmart, used a family partnership to transfer assets of over $18 billion to other family members without gift or estate tax back in 1992...

Estate Planning.jpg
medicaid spend down.jpg

Investment

Management

WMA will be vigilant in managing the entire masterplan for you, through actively monitoring all the pieces and ensuring the highest efficiency and greatest accumulation of wealth possible.

Happy Family with Pets

Survivor

Assistance

Losing a spouse or family member can be extremely painful. We are one of the first phone calls made by our clients that experience a family loss.