WMN Story
Launched as a registered investment adviser in 2003, with roots dating to 1987, WMN focuses on managing the liquid assets of successful individuals and families—whether still active in careers, near retirement, or already retired. The firm's personal and comprehensive approach to wealth management stems from a strong desire to help clients achieve a sense of financial well-being, security, and peace of mind.
WMN's investment process assembles a diverse spectrum of asset classes into portfolios that reflect each client's requirement for return: their risk tolerance, time horizon, income need, and tax sensitivity. We believe strongly that fee-based investment advisory services add immense value for individuals with simple or complex financial situations.