Why Partner With Us
We implement a structured and proven approach to help you create a clear financial plan and stay on track.Learn More
Our team of local investment professionals leverages 100+ years of combined investment experience to both preserve and grow your investment portfolio.Learn More
We offer sophisticated, flexible and disciplined investment models – created and maintained in house – that can be personalized to fit your financial needs.Learn More
"WE BELIEVE that delivering consistent, attentive, personalized client service establishes an environment of trust that lends itself to long lasting, solid partnerships with our clients."
Lisa ShortOffice Manager & Trade Specialist
"WE BELIEVE client services depend entirely upon the client's wishes. Their plan should meet their wishes."
Allen AtkinsChief Market Strategist
"WE BELIEVE investment management must always be transparent to the client."
Jacob BiliackInvestement Advisor
"WE BELIEVE that limiting a portfolio's downside is as important as maximizing its upside."
John HeilnerChief Investment Officer
"WE BELIEVE that each client is unique and should be serviced with specific attention to their circumstances, needs and objectives."
Dave JohnsonChief Compliance Officer
"WE BELIEVE in keeping the investing process simple and easy to understand for our clients."
Glenn LeestInvestment Advisor
"WE BELIEVE that we should act in the best interest of the client under all circumstances. No exceptions!"
Ryan StuartBusiness Director
"WE BELIEVE in finding common goals for clients, advisors and the firm so we all work together toward the same objective."
Emy TiceCertified Financial PlannerTM
"WE BELIEVE it's time in the market, and not market timing, that leads to wealth accumulation."
Eileen ProudSenior Investment Advisor
"WE BELIEVE every investor, large or small, deserves the same high quality, professional, unbiased advice."
Robert RedwancSenior Investment Advisor
There are no warranties implied.
Any opinions expressed on this website are the opinions of WT Wealth Management and its associates only. Material listed on this website is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. You should always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETF’s carry certain specific risks and part or all of your account value can be lost.
At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.