NetworkยทFamily Office
๐ CHERRY HILL, NJ
SEC CRD #801-79993
Home 856-424-2350 Financial Strategies for Living an Abundant Life At Wealth Management Associates, Inc. , we take great pride in helping you to plan your finances so that you can achieve the goals that truly bring meaning to your life. Our Philosophy Click Here Welcome to Wealth Management Associates, Inc. Founded in 1999, Wealth Management Associates, Inc. has brought together advisors with extensive experience from some of the largest firms in the industry. They use this experience, their objectivity and independence, and access to state of the art resources and technology to help their clients achieve their financial goals. The Best of Both Worlds Since we are locally owned and operated, we focus our company expenses on things that directly benefit our clients. This discipline allows us to provide a very high level of personal service at a reasonable cost. With our strategic relationships with large financial institutions such as Fidelity Investments and Osaic Wealth, Inc., we can offer the full spectrum of investments and financial strength our clients need. Our clients enjoy the low cost and personal service of a small firm, with the safety and access to resources of a large firm: The best of both worlds. Investment Advisory Invest using all the tools in the toolbox with an advisor acting as a fiduciary, putting your best interests first and foremost. Retirement Income Planning Low interest rates and market volatility are making a secure retirement more difficult. Our a
DAVID HESS
CHIEF COMPLIANCE OFFICER
๐ (856) 424-2350
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AUM
$717M
Location
CHERRY HILL, NJ
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