WLA’s approach is defined by the firm’s independent style, industry expertise and singular dedication to serve its clients.

Authentic.

Genuine advice comes from experience, knowledge and honesty.

Fiduciary Standard.

The independent RIA standard is important to understand. Bank and broker-dealer affiliated wealth management business models operate very differently.

Network.

Build and maintain a network of top experts – develop true open architecture. Tax, Estate, Trust, Real Estate and other related professions. Share ideas, exchange referrals, build relationships with best-practices professionals.

Listen.

Problem solving is WLA’s primary activity. Listen, problem solve and add value.

Investments.

Investment strategy matters. It’s not easy or commoditized. WLA designs custom portfolios based on a client’s financial profile, risk tolerance, time horizon and current market conditions.

Low Cost.

Fees compound against your wealth. Know what fees you are exposed to and the potential conflicts of interest.

Service.

WLA is focused on providing direct access, complete transparency, and a high level of support for its clients.