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 of 60-plus team members who hold many of the industry’s most prestigious credentials.
When in doubt, we take the high road. We honor commitments, are truthful in communications and hold ourselves and each other to high standards. Clients find that assuring. We hope you will too.
To us, intense client focus starts with the notion that we’re in the relationship business. We offer a sounding board for ideas, education services and connections where they count. In the end, we’re a resource to help you take care of important things in your life.
Performance-driven organizations and individuals always look to make their situations better but often lack the resources, capabilities or experience to achieve this on their own. We become an extension of your team - aiming to be the absolute best at what we do, so you can be the best at what you do.
You have an entire group of advisors within our Firm looking out for you. From our advisors and financial planners to our investment analysts and client service teams, our team will be there when you need us.
Solid relationships are the foundation of WA Asset Management. We have a deep interest in understanding the dynamics behind your family, your business and your employees. Whether you are already successful or looking to achieve more, we learn why. And then give all we have to help you thrive.
Resourceful, innovative, accountable, spirited and yes, competitive. Clients say we share many of their defining traits. Winning matters to you, and to us. We’re driven to add measurable value with ideas, advice and capabilities that help achieve the results you demand of yourself and others.
Our team is good at what they do. But clients also appreciate that we do good in our communities. We are committed to giving back in the communities where we work and live.
Our team is good at what we do, but we also strive to do good in our communities and beyond. WA Asset Management and our employees share our success through the support of numerous charitable, civic and community organizations. Many of these organizations are leading efforts, impacting causes and touching lives that hit close to home and others in far away places.Our Community
Questions or want to learn more? Get in touch with us!