We are pleased to announce

OUR ACQUISITION OF CLARK FINANCIAL ADVISORS

What Matters to You

Let us get to know you and you’ll experience a difference that works to your advantage. Count on independence – advisors operating free from quotas, fund restrictions and proprietary products. Count on discipline – a data-driven approach with in-depth research. Count on a better return on relationships – advisors whose passionate commitment to your success matches your own.

Welcome to WA Asset Management Count on independence, discipline and a better return on relationships.
First Quarter Market Update: March Madness and the Markets Read about the first quarter market update and what you could expect from the economy in the upcoming year.
Fourth Quarter Market Update: The New Year Brings New Opportunities Read about the fourth quarter market update and what you could expect from the economy in the upcoming year.

No one will pull harder for you

Offering personal wealth management, family office, retirement plan and institutional consulting services, WA Asset Management advises on assets in excess of $4 Billion and is an Independent Registered Investment Advisor (RIA). WA Asset Management offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials.

*See Important Disclosure

$4B
Advising on assets in excess of $4 Billion
40+ team members
15 top credentials including CPA, CFP, CFA, CIMA and AWMA among others

Contact Us

Phone: 205.979.4100, Toll Free: 866.871.3334

Questions or want to learn more? Get in touch with us!

Top