Welcome to William Mack & Associates, Inc.
As a fiduciary and fee-only advisor, we at William Mack & Associates, Inc. (WMA) place your interests before our own. As a result, you receive objective and independent advice.
WMA offers a unique holistic approach that answers the most common client question: "Are we doing everything we should be doing in order to achieve our goals?"
We have been providing highly personalized financial planning and investment management services for over 30 years. We serve families across multiple generations, providing high quality service and support to all family members, regardless of their level of personal wealth.
In addition to multi-generational families, our clients include affluent individuals, corporate executives, health care and education professionals, and retirees.
Thank you for visiting our website. We appreciate the opportunity to serve you.
William Mack & Associates Services
WEALTH MANAGEMENT
Custom and unbiased portfolio management based on client goals, risk tolerance, and tax consequences.
FINANCIAL PLANNING
Financial planning is an ongoing process that is adjusted with life's changes.
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Simple four-step Approach
The Initial Client Introduction
Our client relationships typically begin with a referral to WMA from a friend, family member, co-worker, or a tax/legal advisor—as we do not advertise or conduct public seminars as ways to grow our firm. After a brief initial phone call, we schedule a complimentary no-obligation initial consultation.
Developing a Plan
Should you decide to move forward with our firm and become a Retainer Client, we would then go to work gathering all of the data that is pertinent to your goals and objectives.
Implementing the Plan
The next phase is devoted to reviewing the strategies that we have devised, and to discuss the logistical steps that will be taken to implement the plan.
Monitoring the Plan
With a plan in place, it will now be important to monitor your progress. Monthly investment statements are sent directly to you from the custodial firms such as Charles Schwab & Co. Inc.
Schwab Security Information
We consider your account security to be a partnership between you and Schwab. While online security can seem overwhelming, we want you to know we're here to help.