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The Wealth Maintenance Organization LLC is headquartered in Colmar, Pennsylvania. WMO functions through WMO Network Managers who direct the activities of local WMO Advisors. Each WMO Advisor is responsible for coordinating activities of one or more Collaborative Alliance Teams. There are at least ten Business Owners on each team who collaborate to assist each other in the achievement of their personal goals for themselves personally, and for their families and their businesses. Supporting this effort is a team of professional associate members, composed of some or all of the following disciplines: Business Coach Attorney Accountant Property and casualty insurance agent Life insurance agent Investment advisor Commercial banker Marketing/Business Development Consultant Other Specialists, as required
The Advisor and these professional associates for the teams review the implementation of any solutions that are determined to be appropriate under the given set of circumstances. Although the source of the solution will often be provided from someone other than a member of the particular team, it is almost always recommended that a local professionally qualified team member be involved in the review of the implementation of the solution.
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