25 Years…Back to the Future!

In honor of our 25th Anniversary, WMGNA is celebrating by giving back! WMGNA will be donating to 25 charitable organizations by year-end (go to the bottom of our newsletter to see our list). In addition to our celebration, we have been busy working on a brand refresh. 
In March of this year, we hired a branding expert to guide us through an in-depth branding process, which included internal brainstorming sessions, a thorough brand audit, an assessment of our value proposition, and, most importantly, feedback from you, our clients. 
This strategic undertaking positions WMGNA for the future and ensures that we remain competitive and strong in the marketplace. We are continually looking to maximize the opportunities that exist and creating strategies to stay ahead of the curve. This means constant planning for your wellbeing as well as ours. 
Our fresh new look and feel is designed to signal to the marketplace that WMGNA will continue to be the vanguard of financial advisory practices. Our mission is to ensure that our financial solutions are in continuous alignment with our clients’ life situation and goals…now and into the future!
While things may look different, your experience with WMGNA will always be subscriber focused with the mindset of exceeding expectations. Our Subscription Model remains the foundation of WMGNA, allowing our clients to only pay for what they need. 
Most importantly, we are still your fiduciary, your guardian, and your gatekeeper. Our goal is to provide tax optimization strategies with on-going financial planning to potentially maximize wealth.
My 25-Year Experience With A Subscription Fee Model

Dan was recently featured by Envestnet on the innovative and client focused Subscription Fee model WMGNA has used for over 25 years.

Important Things To Know When Filing Small Business Taxes For The First Time

Brian lent his expertise on limiting tax liability for an article by the Enterprise League.

We Need Your Help....
In Celebration of our 25th Anniversary, we are giving to 25 Charities. We would love your help designating where our donations will go. We have gotten some great suggestions so far but are still looking for 10 more organizations. If there is a charity you would like us to donate to, click the button below to email us and let us know. 
Below are links to some the wonderful charities we have donated to thus far:
The Dr. Ernest B. Gardow Scholarship Foundation
  • Face masks are required when entering and exiting the 10 Talcott Notch Rd. building.

  • Please use hand sanitizer when you arrive and leave the office (provided at the front desk).

  • When you arrive, we will use a touch-less thermometer to take your temperature.

  • We will be taking extra precautions, sanitizing surfaces before and after your visit.

Talk Soon & Keep The Faith
CT: 860.679.5255 FL: 561.666.3075
Disclosure – Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory services offered through WMGNA, LLC, a registered investment advisor. WMGNA and Triad Advisors are separate and unrelated companies.