Looking for a financial partner who truly understands your goals?
We are Independent, Fee-Only Investment Advisors
We’re here to help you navigate wealth management with clarity, strategy, and a personalized approach. No cookie-cutter solutions. Just honest advice that positions you for long-term success.
Guiding Your Financial Journey with Trust, Discipline, and Unwavering Commitment
At WNA Wealth Management, we believe thoughtful financial stewardship is built on a foundation of trust, discipline, and shared priorities.
As an independent, high-touch wealth management firm, our mission is simple: to provide objective advice and long-term strategies that always prioritize your best interests.
How Our Relationship Works
ADVISOR
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Client
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Custodian
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Portfolio Manager
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Your Journey
Life can pull your attention in many different directions, making it easy for your financial goals to drift off course. At WNA Wealth Management, we help you focus your time, talent, energy, and financial resources on what truly matters to you and your family. With clear, disciplined guidance, we work to bring simplicity and confidence to your financial decisions, so you can move forward with purpose and peace of mind.
Dedicated to Service, Backed by National Strength
While our focus is on providing personal, local guidance, wealth management requires deep resources. That is why we partner with Savant Wealth Management, a nationally recognized firm with decades of experience. This collaboration strengthens our ability to serve you while preserving the local connection that defines WNA Wealth.
Advantages of Our Partnership with Savant
Personal Guidance
You have a dedicated financial advisor who understands your goals, while Savant provides the operational support, portfolio construction, and performance monitoring. This balance allows us to focus more deeply on your financial planning needs.
Specialized Resources
Through Savant, we have access to professionals in:
- Investment research
- Retirement planning
- Tax planning
- Estate planning
- Fund administration services
- Trust services
This provides a safeguard that your plan is informed by specialized knowledge without requiring you to coordinate multiple providers.
Stronger Together
Our partnership combines local relationships with national resources, providing you with stability and continuity of service.