Overview

WMGNA goes beyond traditional wealth management services, using a 360° approach to financial planning. Besides advice on investments, we also offer guidance in other important areas. We are a hybrid RIA working with ~145 families/individuals in which we use a multi-generation planning approach. We have grown exclusively over the past 22+ years via referrals from clients, CPA's, Attorneys and other strategic partners. We have 2 offices, main one in Farmington, CT and one in Boca Raton, FL. We are interested in adding/merging or bringing in individuals who are like-minded and want to grow their business to the next level.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...