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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-23-1996
- Office Locations
- 1
Office Locations
About Wmgna
WMGNA (Farmington, CT) is a wealth management firm that leads with tax strategy, integrating tax planning with holistic financial planning for business owners, pre-retirees, and families building generational wealth. The team implements diversified portfolios using vehicles such as ETFs, mutual funds, fixed income, and annuities, supported by platforms including Envestnet and eMoney.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN PERRY BECK
Chief Compliance Officer, President
- CRD
- #2289087
- Ownership
- 50% but less than 75%
Daniel J Friedman
Advisor, Chief Executive Officer
- CRD
- #2000690
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CHRISTOPHER JAMES POWERS
Wealth Advisor
- CRD
- #2578640
Jacob Paul Sapia
CFP®, TPCP® - G2 Tax-Out Advisor
- CRD
- #7120554
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,284,916 | $335,839 |
| Non-Discretionary | $40,161,792 | $565,659 |
| Total | $346,446,708 | $352,438 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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