The Advantage of Independence
WMN is structured independently. We are neither the subsidiary nor the branch office of a large organization. This allows us to think and behave independently as well. WMN's absence of any tie to a larger entity frees us to be flexible and versatile in our approach, and act solely in our client's best interest. We scrupulously avoid any business relationship that interferes with objective investment decisions.
Transparency in Relationships
Our firm was founded with a commitment to avoid the inherent conflicts that exist in our industry. As a registered investment adviser (RIA), we ardently believe that the most ethical and impartial way to compensate an investment manager is to pay a percentage of assets under management. The arrangement of “clients succeed, we succeed” provides every incentive for us to perform to your benefit. Everything is transparent, clear to all parties, with no hidden agendas or conflicts of interest.
Wealth Management Clients Tend to Be
- Successful owners of closely held businesses, including career professionals and their families.
- Retirees or individuals transitioning into retirement.
- More risk-averse than the average investor.
- Focused on the preservation and growth of purchasing power.
- Seeking the objectivity and stability of long-term relationships with a team of advisers.
- Desirous of delegating money management to a trustworthy and professional organization.
- Appreciative of ongoing education and open communication.
- Responsive to personalized and discreet financial services.
- Concerned about a positive financial future for their children and grandchildren.
We Give Back
WMN principals and team members are active participants in Southern California's vital philanthropic community. We take pride in WMN's ethos of getting involved in deserving charities that address our core areas of interest such as education, children, and healthcare. We like doing business with clients and collaborators who share this value system.
On behalf of our clients, Wealth Management Network has contributed to the following charitable entities:
Team
Laine R. Ainsworth is a Principal and Co-founder of Wealth Management Network, LLC. He holds the Certified Financial Planner – (CFP®) designation and has been an investment professional for over 25 years.
Laine is a member of the Dean's Leadership Council for the University of California at Irvine Paul Merage School of Business and serves on the executive committee of the Center For Investment and Wealth Management at UCI. He is also a lifetime member of the UCI Chancellor's Club. He is also a member of the PIMCO Advisory Board for Registered Investment Advisors.
Laine is a member of the Hoag Hospital Endowment Council and has served on the UCI Planned Giving Council. A former executive committee member of the Institute of Certified Financial Planners of Orange County, he is presently a member of the CFA Society of Orange County.
A California native, Laine is a graduate of the University of California at Los Angeles with a degree in Economics. He and his wife Lisa have a recent college graduate daughter residing in London.
Mark Moehlman has been a wealth management professional his entire adult life and is a Principal and Co-founder of Wealth Management Network, LLC. After twenty years of securities and insurance industry experience, he founded both Wealth Management Corporation and the Wealth Management Forum in 1987.
Mark is a former trustee of the Orange County employees' pension plan, and has served on the UC Irvine Planned Giving Council. Mark presently serves as chair of the executive committee of the Center For Investment and Wealth Management at UCI and is also a member of the Dean's Leadership Council for the Paul Merage School of Business. He is also a lifetime member of the Chancellor's Club at UCI.
Mark earned his MBA from the Marshall School of Business at USC. He and his wife Cherilyn reside in Newport Beach and have a daughter living and working in New York City.
The WMN team works seamlessly to provide concierge level service to their clients. You will always hear a friendly voice and have peace of mind knowing your needs are being handled by the team.
WMN team members: Carolyn Smith, Terry Zertuche, Lyn Clute, and Cheri Billiet