Welcome to Wealth Management Advisors, Inc. sm

 

A Professional Services Firm for Your Financial Portfolio

 

Wealth Management Advisors, Inc.sm strives to offer you the same level of professional service you expect from your legal or accounting firm.

 

You work with your wealth advisor in establishing goals and risk tolerance.  Your advisor, assisted by specialists in various financial areas, evaluates your current portfolio and develops recommendations for an on-going investment program.

 

Wealth Management Advisors, Inc.’s sm long-term approach to investment strategy emphasizes relative safety, stability, and portfolio diversification to help protect you from market volatility.

 

Backed by the resources of our firm, your advisor monitors the performance of your account, issues regular reports, and recommends changes, when needed.

 

We firmly believe in the worth of this multi-disciplined approach to portfolio design and management. We apply it to the management of the portfolios of individuals, pension and profit sharing plans, trusts, estates, public corporations, and closely held businesses.

 

 

2275 Schuetz Road

St. Louis, MO  63146

Tel: 314-569-3311   Fax: 314-569-0721

E-mail: sweintrop@wma-stl.com

 

Disclosures

 

Sherri F. Weintrop is a Registered Representative of and offers securities, products and services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IL, IN, KY, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, SC, TX, VT, WI. No offers may be made or accepted from any resident outside the specific states referenced.

 

Sherri F. Weintrop is also separately registered as an investment advisor representative under Wealth Management Advisors, Inc. SM, a registered investment adviser, offering advisory services in the state of Missouri.  As such, these services are strictly intended for individuals residing in Missouri.

 

Important Consumer Information:

 

A broker-dealer “BD”, investment adviser “IA”,  a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

 

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities administrator.

 

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Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC

Advisory services offered through Wealth Management Advisors, Inc., a Registered Investment Advisor