Beginning the Process

Calling our office to set up a meeting is the first step. If you are local, that first meeting is in our office; if you are out of town we will have a discussion on the phone or via a web conference.

After that initial conversation, it may make sense to meet with one or more of the firm’s principals. Meanwhile, we will ask you to complete our document package, including our confidential questionnaire to give us the information we will need to assist you. When we agree to embark on a relationship, we then execute a Client Agreement.

At that point, we will arrange a date for an initial planning meeting and encourage your spouse/companion to attend that and all subsequent meetings, if at all possible.

NOTICE: Please remember to contact Wealth Management Advisors, Inc. if there are any changes in your personal and/or financial situation or investment objectives for the purpose of reviewing, evaluation, and/or revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to be available to you upon request. Past performance is no guarantee of future results.