Client Portals

Join Our Team

Surround yourself with a group of individuals who prioritize integrity, excellence, and lasting relationships.

Working at W&A means having a heart for clients and for each other, knowing that when we put others first, our success quickly follows.

We measure our success with the achieved dreams of our clients and employees.

We’ll invest in you while you grow, professionally and personally, with the help of customized development paths. Let the next step of your career journey be one that takes you closer to your dreams.

The W&A Difference

We believe in empowering our wealth strategists with all the tools they need to help families and business owners alike, with a focus on providing value first and building relationships over time. Our team sets the standard for excellence in wealth management services through our collaborative approach, rich resources, and a network of strategic partners who are experts in their respective fields.

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Our commitment to our advisors.

Our commitment to our advisors goes beyond harnessing your financial expertise; Our dedicated marketing team acts as your business development partner, working with you to build your personal brand, hone your unique point of view, and grow your client book through a variety of initiatives.

This includes creating original content and engaging in PR activities to enhance your visibility and influence within the industry. We understand that not everyone may be inclined towards thought leadership, which is why we have a CEO who serves as a representative for our organization on national news platforms, ensuring our employees have a strong and reputable voice advocating for them and the values we uphold.

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What our CPAs have to say about making the career leap

Work with our award-winning team.

We prioritize goal setting and accountability with the entire team through our partnership with Petra Coach. Their program is designed to empower leaders and teams to scale their organizations through the Rockefeller Habits program. Every employee participates and has a voice on the firm’s goals, growth, and success.