Firm Profile

 Wealth Management Corporation has been an independent Registered Investment Advisor in the State

of Florida since 1988.  Wealth Management is dedicated to providing objective investment advice and asset management to clients interested in developing and implementing an intelligent, effective, long-term investment strategy, customized specifically to their goals and objectives. Over the years, the firm has established and maintains a powerful commitment to personal service and long lasting relationships. The firm is held to high standards of expertise, objectivity, service, and professionalism in order to preserve those relationships, while meeting the goals of each and every client.  Clients of Wealth Management Corporation include high net worth individuals, small businesses, corporations, foundations, pension and profit sharing plans, trusts, and non-profit organizations. 

Integrity, Dedication and Results

The firm's approach involves an ongoing dialogue with each and every client because of the belief that a relationship with Wealth Management Corporation is a  long-term partnership.  Continuous communication ensures that clients are regularly informed of the status of their overall financial situation.  This "partnership in investing" creates a relationship in which the clients of Wealth Management experience a clear advantage.

Please feel comfortable in contacting us for a confidential, complimentary consultation to discuss your financial goals.  You may fill out the email box below or simply call the office number to schedule an appointment.  We look forward to meeting you.

2941 Kerry Forest Parkway

Tallahassee, FL  32309

Phone: (850) 894-7526

Fax: (850) 894-7363

 

2941 Kerry Forest Parkway

Tallahassee, FL  32309

Phone: (850) 894-7526

Fax: (850) 894-7363

 

Wealth Management

Check the background of this firm on FINRA's BrokerCheck

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where the company is properly registered or excluded or exempted from registration requirements. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Past performances may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by the advisor), or product made reference to directly or indirectly on the web-site, or indirectly via link to any unaffiliated third-party web-site, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this web-site serves as receipt of, or substitute for personalized individual advice from the advisor or any other investment professional. Historical performance results for individual investment indexes and/or categories generally do not reflect the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.