Employee Benefits Expertise
Every day we meet with corporate executives who have complex company benefits that are difficult to understand. The majority of our clients do not read their company's benefit book, but we do, and we understand how to take advantage of all that your company offers in the most tax efficient manner.
Financial Planning Insight
Our clients come to us in various stages of their lives. Whether it’s planning for retirement, college, or the next generation, we take the time to understand our clients’ current situations and guide them through life’s journey.
The Emotional Elements
We believe that the emotional elements of your life play a vital role in designing and implementing a thorough financial plan. We pride ourselves on our ability to listen and identify the motivating factors behind each of your goals. WJA’s mission is to counsel you and provide realistic solutions. Whether it's caring for elderly parents or paying for college or a wedding, we are here to continuously plan and help make your dreams and needs a reality.