San Diego Financial Planning Services

G. Kenneth Gross, President
Wealth Management Associates, Inc.
511 Saxony Place, Suite 101
Encinitas CA 92024
Phone: 760-487-1582
E-mail: kengross@wmacompany.com
www.wmacompany.com

Create Your Financial Future Today.
Preserve The Assests That You Have Already Built.

Wealth Management Associates (WMA) is an advanced financial planning, design and management firm in San Diego County, offering a powerful array of strategies for tax reduction, asset protection and business & estate planning. Our emphasis is providing quality service to help clients successfully fulfill their wealth accumulation, asset management and comprehensive planning needs. We believe that long-term relationships are desirable and most beneficial to the client. We work to provide a personal approach, with a high level of understanding through education and full disclosure.

Financial Planning Services tailored to you

WMA is an independent financial advisor and has absolutely NO in-house products. This assures that our advice on implementing financial planning policy is completely unbiased and our interests are directly aligned with our clients'.

Each Financial Plan design is customized to the particular client. Our services are complete, with every component of the financial planning process coordinated to avoid critical omission or overlap. We also provide customized asset allocation and diversified professional money manager selection.

Investment Services from our Financial Advisors

We help investors reach their financial objectives by offering sound advice and access to a full range of planning services. Our experience, expertise and commitment to building and maintaining close relationships has helped us grow our firm and our clients' assets. You will receive one-on-one attention and we work together to create a personal strategy that addresses your needs and objectives and reflects appropriate levels of risk and return. We have the resources to help you invest with confidence and convenience.

Principal Expert for you and your business financial well being

G. Kenneth Gross, Partner
As a respected and seasoned advisor and business consultant, Ken effectively integrates clients and financial expertise to ensure proper plan design and implementation. He is responsible for the firm's direction and management of the clients' financial team, including accountants and attorneys. Launching his career with Deloitte & Touché (CPA), Ken has proven himself as a reliable and effective business & financial planning resource, consulting for over 5,000 professional and corporate clients in the last 17 years. He has established himself as an entertaining, educational and empowering public speaker, successfully presenting a wide array of financial topics domestically and on an international basis.

Ken is native to San Diego and a graduate of the University of San Diego. He holds a Bachelor in Business Administration with an emphasis in Accounting and is an executive director on the ECOC Board of Directors. In the pursuit of “Constant & Never Ending Improvement”, Ken continues to bring a refreshingly reliable management style to a satisfied and expanding client base.

Take a look at the products and services our firm provides and call us for a free, no-obligation consultation today!

760-487-1582
or
visit our website for details of our Financial Planning Services in the San Diego Area and Southern California.