What services do you offer?
For a list of our services: Click Here

Are you fiduciaries?
A fiduciary is someone who has an obligation to act in your best interest. The financial advisors at Mappa Wealth Management pride themselves in being true fiduciaries.

How do you make money?
We are compensated in various ways. This may consist of Advisory fees (% of AUM or Assets Under Management), commissions, and/or Financial Planning fees (annual, monthly, hourly). Your financial advisor will explain in detail how they are compensated for their services before anything is implemented.

Do you have a minimum?
We do not have a minimum. Our philosophy is to work with clients who see the benefit of working with a financial advisor. If you want the advice, we are here to help, regardless of your account size.

How often do you meet with clients?
In general, we meet with clients 2-4 times a year. However, we don’t have any limitations on how often a client would like to meet.

Can you work with clients in other states?
Yes. We are licensed in many states and the states we are not currently licensed in, it is very easy to get licensed in.

Who is your broker dealer?
Cetera Advisors is our Broker Dealer. Your financial professional is affiliated with Cetera Advisors. Cetera Advisors is regulated by FINRA and the SEC. Their mission is to help your financial professional serve your financial needs by providing them with tools and resources to manage your account and develop appropriate investment solutions based on your goals.

What other professionals complement your financial services?
For a list of all our concierge services, Click Here

How do I schedule an appointment with a Mappa Wealth Management Financial Advisor?
Please contact Tanya Widner at Tanya@mappawm.com or 847-262-3032

Securities offered through Cetera Advisors LLC a broker/dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.

Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.