Our mission is to exceed the expectations of our clients, as we “pilot” each client’s journey
through life’s transitional phases—eventually leading to financial security and independence—and the
freedom to pursue any of life’s goals.
WMA is passionate about, and highly focused on client service. As a fee-only advisory firm
unencumbered by the potential conflicts of interest that are inherent in fee-based firms,
performance is the measure of success—and in this regard, WMA continues to enjoy an exceedingly
high client retention rate.
William Mack & Associates, Inc. is a Registered Investment Advisory Firm registered with the United States Securities and Exchange
Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the states of California, Michigan, Florida and Texas.
William Mack & Associates, Inc. may not provide investment advisory services to any resident of states in which the firm does not maintain a
notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm
is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a
notice filing.