Our Services


Wealth Management Associates focuses on business-to-consumer insurance services that deliver Web-based, insurance information to individuals, families and small businesses who are in need of insurance information. Our integrated suite of online services facilitates a comprehensive search and review of leading insurance companies.


Wealth Management Associates is not owned by any insurance company, therefore we provide objective information to consumers and small business owners, helping them make informed decisions about their insurance needs. Our service is available to all California residents.
Among the insurance services we offer:

  • Fixed/Indexed Annuities
  • Term Life
  • Whole Life
  • Universal Life
  • Medical Insurance
  • Indexed Univeral Life
  • Critical Illness
  • Long Term Care
  • Disability Income