Client Portals

Wealth strategy transcends financial planning—it includes charting a course towards the lifestyle you desire.

Let's shape the tactics around your vision.

Waddell & Associates was established in 1986 with a clear vision: to address what we believed was a critical shortcoming in the wealth services industry. Recognizing our expertise and understanding, we embarked on a mission to create a unique and transformative approach. Unlike prevailing asset management models that prioritize products and transactions, we focused on individuals and their aspirations.

We’re a family business with shared values. Here is what you can expect when partnering with us:

Integrity Above Everything

We do the right thing, for the right reasons.

We’re All in the Same Boat

We voyage together with our clients, colleagues, and communities.

We’re Forever Students

We are always learning, so we are always improving.

Our Gratitude Inspires Us

We honor your trust and confidence with exceptional care.

Living out our values inspires us to achieve.

Join our award-winning team.

Why choose a wealth strategist?

A W&A wealth strategist goes beyond traditional financial planning, offering all clients a personalized and holistic experience with comprehensive strategic consulting for all household assets. Our commitment extends to providing ongoing investment advice rooted in independent research.

Rather than your typical financial planner, we consider ourselves “lifestyle consultants” and tap into our extensive networks to leverage connections that assist you in reaching your goals.

At Waddell & Associates, our focus is on building relationships, not the underlying transactions.

David waddell
CEO and Chief Investment Strategist

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Think of us as your personal Chief Strategy Officer.

Wealth Planning and Protection

We partner with you on strategies for managing your net worth and reaching your goals and dreams.


Let's evaluate your portfolio and develop an investment strategy driven by and toward your short- and long-term goals.

Business Consulting

Guiding business owners through complex processes, from retirement and benefits plans to business succession and valuation, is one of the things we love to do.