How to Make the Right Decision?

In this month's video message, Brian discusses how to make decisions during difficult times. Whether it is sending your kids back to school or adjusting your financial plan, it all comes down to one
Do you have to go to multiple sites to see a complete picture of your finances? Do you know where everything is and what everything is worth?  Now you can see all of your financial accounts in one place. With your WMGNA membership, you have access to eMoney, a private and secure website that consolidates all of your financial data into one clear picture.
If you would like to use eMoney, please click the link below to email our
FinTech Coordinator, Jordan Friedman.
In Celebration of our 25th Anniversary we are giving to 25 Charities. We would love your help designating where our donations will go. If there is a charity near & dear to your heart, click the green button to email us and let us know.
  • 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.


Brian's daughters excited for a different kind of school year
Dan and Kyle (our newest intern)
Tonk, Stacee's (Client Relations Manager) grand cat
Carrie (Marketing) got some hiking in with her dogs and son

Beth (Director of First Impressions) got to sneak away for some family time with her sisters
Dan getting in some time with his son Max
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.