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Wealth Associates

Life's Short... Plan Well

About Wealth Associates


Wealth Associates Inc. provides personalized services for our clients in three specific areas:

1. Business Financial Planning
2. Personal Financial Planning
3. Investment Management (through LotusGroup Advisors, LLC)


Abiding in a commitment of faith to seek first “Thy will be done” in all that we do and all that we are.

Being true to ourselves and holding onto our hopes and dreams that stretch far beyond the walls of this organization and reach into our homes, our families, our communities, our friendships, and our personal endeavors.

Upholding the sacred trust inherent in each relationship by honoring and preserving integrity, honesty, and confidentiality in every interaction, in each moment of choice.

Preserving the heart of a servant, that we may affect change where life touches life.