Established in 1996, WFA Wealth Managers is an independent firm of Chartered Financial Planners offering holistic financial advice to private individuals, business owners, and trustees. The company focuses on building long-term client relationships through a comprehensive approach that includes investment management, retirement planning, inheritance tax and estate planning, and protection services. As a Chartered firm, they are committed to maintaining the highest professional standards and ethics in the financial planning industry.

Founded in

United States