United by One Plan. Strengthened by Different Perspectives.
Our team and trusted resources work together from one coordinated plan while bringing different areas of expertise and perspective to the table. That collaboration creates natural checks and balances, helping decisions be considered from more than one angle before moving forward.
Direct Collaboration
These firms work in direct collaboration with WMA. When you're a WMA client, these teams are part of your coordinated plan.
DR Financial Group: Insurance, Annuities & Retirement Income
Provides the insurance, annuity, and financial planning expertise inside the WMA model. Licensed agents and financial planners work directly alongside WMA's tax and legal professionals.
ProDocs LLC: Estate Planning & Asset Protection
The legal entity inside the WMA network. Wills, trusts, powers of attorney, entity creation, Family LLC formation and funding, secure document storage.
ProTax: Tax Preparation, Accounting & CFO Services
Tax preparation, accounting, payroll, and Contract CFO services for individuals and businesses.
Contact: office@protaxwma.com
Wealth Management Bookkeeping: Strategic Bookkeeping
The bookkeeping foundation behind the WMA model. Accurate, current financials so every strategic decision (entity structure, valuation, a buyout, an exit) is built on numbers you can trust.
Arm's-Length, Compliance-Sound
Firms WMA works alongside in a trusted-resource capacity, fully vetted by our team.
Reynolds Wealth Management: Investment & Banking Solutions
Investment management, bank and lending solutions, distribution strategies, and risk management. WMA coordinates with Reynolds to ensure their recommendations are fully integrated with your overall plan.
Referenced as a Trusted Resource only. Not a WMA partner.
Barrett Rodriguez: Tax Attorney
Legal counsel for entity structure, asset protection, and estate documents, working in close coordination with your WMA tax plan.
Referenced as a Trusted Resource only. Not a WMA partner or staff member.
The Full Team. One Plan. One Fee.
Every firm on this page contributes to the same thing: a coordinated financial plan.