OUR ACQUISITION OF BT WEALTH MANAGEMENT
Let us get to know you and you’ll experience a difference that works to your advantage. We go far beyond just managing your investments and offer truly in-depth financial planning. Experience a level of partnership with your advisor that you would not expect. As a strict, fee-only fiduciary, you can count on advisors who will take the time to understand your unique circumstances as they roll up their sleeves and walk alongside you, offering guidance and expertise all while acting in your best interest.
Offering personal wealth management, family office, retirement plan and institutional consulting services, WA Asset Management advises on assets in excess of $5 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.
Blending investment management, tax, estate, retirement, education, risk management and financial planning services.
Offering comprehensive financial planning and investment management services for women.
Managing high performing families' investment portfolio, estate planning, real estate, staff and other provisions.
Providing academic institutions, religious foundations and community grant makers a trusted advisor to ensure their ongoing strength.
Questions or want to learn more? Get in touch with us!