Wealth Management Associates, Inc.
Wealth Management Associates, Inc. is a registered investment advisor established in March 1999, located in Cherry Hill, NJ. The firm specializes in providing financial planning and asset management services to individuals, retirement plans, trusts, and charitable organizations. They offer financial planning services focusing on long-term financial goals, tax planning, asset allocation, risk management, and retirement planning. Asset management services involve continuous supervision and monitoring of client accounts, with trades made when necessary. The firm recommends a minimum household opening size of $200,000 for participation in their asset management services. Wealth Management Associates acts as a fiduciary for retirement plan accounts, providing non-discretionary investment advice and investment due diligence reviews. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients are responsible for voting proxies for securities held in their accounts. The firm does not have custody of client funds or securities. Wealth Management Associates has a privacy policy in place to protect client information and only discloses information as permitted or required by law.
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