• 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.

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  • 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.

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  • 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.

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The ARC of Life

We use a customized planning methodology, based on the various stages in the ARC of life, which enables us to carefully identify your passion and create a personalized roadmap that allows us to accompany you on your journey.

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Our Investment Philosophy

We guide our clients through the process of transitioning from accumulating assets to repositioning those assets for retirement. Our goal is to hit your long-term objectives with an asset allocation that is appropriate for your journey.

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Meet Your Team

Our diverse backgrounds, talents, and keen understanding of the ever-changing financial landscape allow us to help you shape a better future for you and your family.

Check the background of these investment professionals on FINRA's BrokerCheck.

Allow Us to Accompany You on Your Journey