Wealth Management Associates

More Info

General Info

Our Firm Wealth Management Associates (WMA) was founded in 1989 by Wendell Cayton, a Registered Investment Advisor. Over the years the business has been transformed into an organization focused on helping families and individuals to meet their financial goals by providing comprehensive financial planning. Wealth Management Associates operates two offices in the San Francisco Bay Area and affiliate offices in the Sacramento area and Wenatchee, Washington area. Wealth Management Associates serves over 160 families in an advisory/asset management capacity. The company also services over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company we use our 20 years of combined service to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles.

Email

Email Business

Extra Phones

Phone: (925) 462-6008

Services/Products

Individual Services * Investment Advisory Accounts * Development of a comprehensive financial plan which defines personal goals and objectives in the areas of retirement planning, estate planning, tax planning, and insurance planning and investment planning. Managagement of all assets on an ongoing basis and regular account reviews to ensure you have a correct asset allocation mix and proper diversification. Money management would consist of mutual funds, stocks, bonds, Money Markets, CD's and Real Estate. * Financial Planning * Development Of A Written Financial Plan Or Assessment - $2500 and up * Brokerage Accounts * Stocks, Bonds And Mutual Funds * Insurance * Individual And Family Medical, Dental, Vision And HSA Plans * Life Insurance & Disability Insurance * Retirement Planning * IRA?s, Roth?s, 401(k) rollovers * Non-Qualified Accounts: Stocks, Bonds And Mutual Funds * College Planning * 529 Plans, Roth IRA?s, Coverdell IRA?s * B rokerage Accounts * Real Estate * Estate / Legacy Planning * Philanthropy / Charitable Trusts * Tax Planning Offered In Conjunction With Allen & Allen LLP Business Services * Retirement Planning * 401 (k) Plans * Pension Plans * Insurance * Group Medical, Dental, Vision And HAS?s * Group Life And Disability Insurance * Business Continuation Planning * Buy ? Sell Agreements

AKA

Stoneridge Wealth Management

Other Link

http://www.wealth-mgt.net

Other Email

Map And Directions

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

Reviews

Details

Phone: (925) 462-6007

Address: 400 Main St Ste 200, Pleasanton, CA 94566

Website: http://www.wealth-mgt.net