Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Our Team
Chris Galli
Senior Financial Advisor
I am a financial advisor with a mission to positively impact as many people as possible. I am passionate about helping people reach their goals and live out their dreams. I get excited when I see how the advice I have given over the...
Max Wilson, CFP®
Financial Advisor
With over a decade of experience in the financial services industry, I've dedicated my career to helping individuals achieve their financial aspirations. Having worked at leading financial institutions, I've honed my expertise in...
David R. Hess
Chief Compliance Officer/Managing Director of WMA
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.