WMGNA, LLC, also known as Wealth Management Group of North America, is an independent financial advisory and wealth management firm. Its stated mission is to provide clients with holistic financial management and guidance to help them achieve their financial goals. The firm's services encompass investment management, retirement strategies, estate conservation, and insurance products. According to public disclosures, its advisors are registered representatives of Cambridge Investment Research, Inc., a registered broker-dealer and investment adviser.

Founded in

United States