OUR ACQUISITION OF CLARK FINANCIAL ADVISORS

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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.

First Quarter Market Update: March Madness and the Markets

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Fourth Quarter Market Update: The New Year Brings New Opportunities

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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.

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.

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Advising on assets in excess of $4 Billion

40+ team members

15 top credentials including CPA, CFP, CFA, CIMA and AWMA among others

Private Client Services

Blending investment management, tax, estate, retirement, education, risk management and financial planning services.

Women’s Wealth Connection

Offering comprehensive financial planning and investment management services for women.

Family Office

Managing high performing families' investment portfolio, estate planning, real estate, staff and other provisions.

Institutional Consulting

Providing academic institutions, religious foundations and community grant makers a trusted advisor to ensure their ongoing strength.

Corporate Retirement Plans

Offering 401(k) Complete, a comprehensive retirement plan solution.

First Quarter Market Update: March Madness and the Markets

Written by John Cox, CFA, CAIA on April 15, 2022

Tips for Maximizing Your 401(k) in the New Year

Written by Billy McMahon on January 18, 2022

Fourth Quarter Market Update: The New Year Brings New Opportunities

Written by Joshua Miller, CPA, CFA, CIPM on January 18, 2022

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WA Asset Management Announces New Members, Effective January 1, 2022

December 1, 2021

Elizabeth Brasher Featured as One of the Experts at the 2021 BBJ Women’s Summit

October 27, 2021

WA Asset Management Supports the Fourth Annual Bullets, Bourbon, Barbecue & Beretta Fundraiser

October 5, 2021

Find a WA Asset Management office near you.

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Phone: 205.979.4100, Toll Free: 866.871.3334

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

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