Wealth Management Associates

Investment ManagementCalifornia, United States11-50 Employees

Wealth Management Associates (WMA) was founded in 1989  and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals.  Our representatives offer personalized and comprehensive financial planning.

Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have a satellite offices in Folsom, California and in Denver, Colorado .

Our representatives serve over 300 families with comprehensive financial planning services on an on-going basis. We also work with  over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles.

Securities offered through Triad Advisors Member FINRA/SIPC; Investment  Advisory Services offered through Continuum Advisory, LLC., 868 E. Riverside Drive, Suite 200, Eagle, ID, an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.

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