Our Firm

Wealth Management Associates (WMA) was founded in 1989 by Wendell Cayton, a Registered Investment Advisor. Over the years the business has been transformed into an organization focused on helping families and individuals to meet their financial goals by providing comprehensive financial planning.

Wealth Management Associates operates two offices in the San Francisco Bay Area and affiliate offices in the Sacramento area and Wenatchee, Washington area.

Wealth Management Associates serves over 160 families in an advisory/asset management capacity. The company also services over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company we use our 20 years of combined service to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles.