Wealth Professionals

Specialties

It is never to late to plan for your future. But many people put it off because it seems like such a daunting task. There are too many choices and who can I trust to guide me? With the help of a skilled financial professional who is interested in your specific needs and knowledgeable about the choices, you direct your own destiny.

Our staff of professional agents specialize in assisting people in designing their preferred lifestyle. We are a family of certified, competent, service-​oriented and experienced professionals dedicated to helping you reach your personal financial goals with a full range of financial products and solutions designed to meet your specific financial needs.

Wealth Professionals, Inc. was established in 1999 and in July, 2011 we welcomed Sterne Agee Financial Services, Inc. as our new broker/​dealer. Sterne Agee Financial Services, Inc, is an affiliate of Sterne Agree Group. The Sterne Agee Family of companies is one of the oldest and largest privately-​owned brokerage firms in the country, servicing clients in all 50 states. For over 100 years, Sterne Agee has served the investment needs of its clients through various economic and market conditions. Through Sterne Agee Financial Services, we can offer invaluable services and investment products to our clients:

Individual Money Managers/​Wrap Fee Accounts

Stocks and Bonds & Mutual Funds

Annuities (fixed/​variable)

401k Services

Tax Services can be referred to a Qualified Professional

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