Contact Us
At WNA Wealth Management, we understand that every financial decision you make is part of a bigger picture. A vision for your future.
Whether you’re looking for guidance in managing your investments, preparing an estate plan, or navigating a major financial transition, we are here to provide clarity, confidence, and peace of mind at every step.
Reaching out is the first step toward turning decisions into solutions, and we’re ready to help.
Wealth Managers in Charleston, West Virginia
At WNA Wealth Management in Charleston, WV, our financial advisors are dedicated to helping you navigate life’s financial complexities with clarity and confidence. As a fee-only, independent firm, we act as fiduciaries—always prioritizing your best interests by delivering objective, personalized guidance designed with your goals in mind.
Whether you’re preparing for retirement, optimizing your investments, or planning to grow and preserve your wealth for the long-term, our team offers the disciplined experience and thoughtful solutions you need to chart a successful financial future.
Looking for a reliable partner to guide your financial future? Our Charleston financial advisors are here to help you build and preserve wealth.
How Can We Help?
Do you have questions about your financial strategy?
Are you ready to take the next step toward achieving your financial goals?
We encourage you to contact us today. Whether you prefer to call, email, or send us a message using the contact form below, we are here to provide answers and guide you toward confident financial decisions.
Serving Charleston, West Virginia, and Beyond
WNA Wealth Management is proud to serve clients from our office in Charleston, WV, while partnering with individuals, families and businesses throughout the region.
Our team specializes in helping people with:
- Generational wealth planning
- Business succession plans
- Retirement planning services
- And more!
Charleston’s rich community and history inspire us to provide disciplined, evidence-based solutions to those in nearby areas including South Charleston, Kanawha City, Teays Valley, and Huntington. Whether you are changing financial advisors or seeking trusted guidance to preserve and grow your wealth, our wealth managers are ready to help.
Why Choose WNA Wealth Management?
Your recommended financial partner in West Virginia
As fiduciaries, your best interest is always our priority. Every recommendation we make is driven by your goals.
As a Charleston-based firm, we understand the values and needs of our community and provide customized solutions designed for you.
From building personalized investment strategies to planning your estate, we’re a resource for every stage of life’s financial journey.
We focus on simplifying complex financial decisions, so you feel comfortable and confident in your next steps.
Building your financial future with trust, dedication, and community values.
How Can We Help?
We believe in creating a strong foundation of trust and communication with our prospective clients. We invite you to begin a conversation with us.
A member of our WNA Wealth team will reach out promptly to discuss how we can partner to advance your financial objectives.