Our Firm

Navigating the seas of your financial life can be unsettling - and even difficult at times.  A smooth journey calls for experience and competency across a wide range of financial disciplines.  Savvy individuals have learned to rely on the skills and proven wisdom of an experienced financial advisor.
 
Our mission at Wealth Advisory & Management Corporation of America is to bring to our clients: 
 
  • Experienced investment and financial planning advice
  • Investment structures that can help manage risk 
  • Tax-Efficient income planning
  • Investment strategies designed to provide opportunities for growth
  • Service that exceeds expectations
  • Financial solutions designed to help throughout a lifetime 
  • Financial Literacy Seminars/Workshops

 

Our experience of over 44 years, combined with our reputation, and expertise has allowed us to help thousands of people with their financial concerns.  Each one of our highly valued client relationships is based upon trust, regular contact and an investment philosophy that is aligned with our clients' wishes and desires. 

Our goals are to help reduce risk for our clients through proper asset allocation and diversification, utilizing inverse funds and non-correlated asset classes. 

The financial industry is in constant motion and no single company has all the best financial solutions all the time. As independent Financial Planners, we represent over 200 mutual partnerships including funds and solutions from: American Funds, BlackRock, Fidelity, Franklin-Templeton, John Hancock, ING, Mainstay, MetLife Investors, Oppenheimer, Pacific Life, PIMCO, Prudential, Rydex Funds, Vanguard, and many, many others.

Our Business Owner Programs are designed to help the small business owner cope with a number of important areas, including employee health and retirement plans, as well as business protection, and succession plans.

For Educator's Only is our division committed to helping individuals in the Education Field comfortably plan for retirement. For over 20 years, we have assisted thousands of investors and their families save for retirement. We utilize Life Cycle portfolios, just as large institutional pension and endowment funds and wealthy individuals have used for decades.

Financial Literacy Seminars/Workshops takes a close look at the concerns, misconceptions, and realities of retirement in America. The interactive, educational briefing walks attendees through several factors that could deflate their retirement savings, such as taxes, inflation, and medical costs. The material shows attendees how they can grow their hard-earned money, distribution strategies to avoid unnecessary taxation, and how to leave a legacy to their loved ones.

 We are alo extremely proud to be able to offer The PlanMember Model Plan

In addition, we employ numerous  tools and resources as well as our own knowledge to bring professional, long-term investment and retirement planning to our clients.
 
Just In Case You Wanted to Know about...
 
William A. Mack, ChFC, CLU, LTCP - is the founder and President of Wealth Advisory & Management Corporation of America, (WAMC of America), - as well as Financial Institutions Services Corporation of America, (FISC of America).  Mr. Mack has over 44 years of experience in the Financial Services Industry, and has helped thousands of individuals and families with their investment and retirement planning needs.
 
Prior to forming both WAMC of America, and FISC of America, Bill held the position of Vice President of Financial Services at two major regional stockbrokerage firms, (Moseley Securities, New York, NY, and then later at Advest Securities, Hartford, CT), where he developed tax advantaged strategies, and retirement programs for many of their client’s investment portfolios.
 
Bill has been the guest speaker at over 400 public seminars and company workshops throughout the country, - speaking on such diverse subjects as; Annuities; Estate Planning, Investment Allocation; Retirement Planning; Qualified Plan Distributions, and Long-Term Care Insurance.  He has also written a number of articles on these subjects, which have been published in newspapers and financial publications around the country.  He has also been a reoccurring guest on CBS Channel 6's "Meet the Experts", as well as other TV and radio programs stations were he commented on current financial events.  He is also writes a quarterly financial newsletter – AdvancedFinances.
 
Mr. Mack is a member of the New York State Department of Financial Services Licensing Examination Review Committee.  He has also been a qualified member of the Ed Slott National IRA Elite Advisors Group, as well as a qualified member of the H.S. Dent Financial Advisors Network.  He was also a member of the Legal Committee for The New York State Robert Woods Johnson Project, from which developed the New York State Partnership for Long-Term Care.  He has been a representative for the LTC Resources Group, which administers insurance programs for such recognized organizations as the American Medical Association, the American Bar Association, and numerous college and university alumni programs located throughout the United States.  He is a member of the International Association of Registered Financial Consultants, as well as a long standing member of the Society of Financial Service Professionals, and there has held many officer positions.  He is also a member of the National Tax Shelter Annuity Association, the American Association for Long Term Care, the America's Health Insurance Plans, and the TIAA-CREF Independent Advisor Network.
 
Bill is a graduate of Central Connecticut State University where he earned a B.S. in Education, with a minor in Business Law.  He has since earned the ChFC, (Chartered Financial Consultant) and the CLU, (Chartered Life Underwriter), professional designations from The American College, Bryn Mawr, PA.  He has also earned his LTCP designation, (Long Term Care Professional), from the Health Insurance Association of America.   He also holds a Series 7, Series 63, and Series 65 securities license, as well as a Life, and Health insurance license.
 
Bill is married to his “high school sweetheart,” the former Joan D’Ascoli.  They make their home in Niskayuna, New York.  

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck