About Wealth Management Group of NA, LLC

The WMGNA Difference

When clients consider working with a professional wealth advisor, they expect the candidate to be experienced, trustworthy, have impeccable references, but most of all; they must feel a personal chemistry with the advisor.

Our services are not right for everyone and we understand that – as should you! We work with successful executives, medical/dental professionals, small business owners and high net worth families. You must be a delegator, actively want help and find value in how a total wealth management solution can truly benefit you!

Unlike most financial advisors:

1. We examine the client’s entire financial life and provide a comprehensive written report annually. Our recommendations are personalized to each client and not part of a canned, cookie cutter program.
2. We provide constant communication, in good times and bad.
3. The WMGNA staff is friendly, easily accessible and our clients' phone calls and emails are returned in a very timely manner.

Income Strategies for Life

We’ve retired the word “Retirement” –

Restylement™ is the period in one’s life when they transition from accumulating money to spending or drawing down on their assets.  Age is not a factor; instead the lifestyle one wants to lead and amount of money they have will determine when Restylement™ can start, which symbolizes our definition of True Success™:

True Success^TM = Having a Great Lifestyle + Money x The Time to Enjoy it

The top three risks you face during Restylement ™–

These are according to recent study by Russ Alan Prince, the author of the book, The Middle-Class Millionaire:

1. Market Volatility – The last few years have led many to re-think their risk exposure to the stock market. Most people believe that if market volatility continues, their goal of having enough money during their lifetime may be jeopardized.
2. Inflation – Currently benign, however, from 1980 - 2009, inflation still averaged 3.5% for the past 30 years. However, for most, inflation in the future will be tied to the cost of medical care, which has risen nearly four-fold since 1980. According to the Society of Actuaries, health care represents 5% of one’s expenditures before age 65, 10% from ages 65 to 74 and 15% from 75 and older. When you add in long-term care, these numbers can quadruple.
3. Taxes – With our national budget deficit increasing by the day, eventually someone will have to pay for all this spending… And that someone is most likely the American taxpayer. The possibility of higher income and estate taxes is the unknown.

Disclosure – National Planning Corporation (NPC) does not endorse Russ Allen Prince or the Middle Class Millionaire.  NPC is not to be held responsible for and may not be held liable for the accuracy of information available.  Russ Allen Prince is not a representative of NPC.

Our Mission

Our mission is to enable our clients to achieve their financial and life goals.

The WMGNA Excellent Service Pledge

Our future is dependent on satisfied clients and we continually look to improve all aspects of our business and client relations.  Our pledge to you:

1. A promise to always put your needs first
2. We will always treat you fairly and with respect
3. To tell the truth, even if it’s not what you want to hear
4. Be proactive and have regularly scheduled meetings and conference calls
5. To ensure that every call and email is returned within 24 hours
6. In the event of a problem, we will quickly resolve it and communicate honestly
7. Meet and exceed expectations by helping you achieve True Success^TM!

True Success^TM = Having a Great Lifestyle + Money x The Time to Enjoy it

Bios - Brian Beck | Daniel Friedman | Darlene Galayda | Stacee D. Schnurr | Candice E. Canace

Brian P. Beck
President & CFO
brian@myrestylement.com

Brian P. Beck is the President and Chief Financial Officer (CFO) of Wealth Management Group of North America, LLC, a Connecticut company he founded in 1995 with Daniel J. Friedman.

Brian specializes in assisting his clients navigate market volatility, inflation and taxes, with the goal of maintaining their quality of life throughout RestylementTM. He is skilled in working with executives, high net worth families, small business owners and medical/dental specialists.

Brian is a Certified Private Wealth Advisor (CPWA), which is a designation offered through the Investment Management Consultant Association (IMCA). The CPWA, in partnership with the University of Chicago Booth School of Business, is an advanced six-month certification program that was created specifically for financial advisors who have been working with high net worth individuals for at least 10 years. As of August, 2011, only 422 people in the United States hold the CPWA certification.

Brian is well known in the community and won the Hartford Business Journal's prestigious CFO of the Year Award for the Small Private Company category in 2010. He has also been featured in various publications such as The Hartford Courant, The Hartford Business Journal, Farmington Valley Press, and did a client case study in Child Magazine. Brian has been the featured business writer on NBC Connecticut's website and has appeared on their 6 and 11 o'clock news to discuss a multitude of financial issues.

Brian was born in Bloomfield, CT, graduated Bloomfield High School and continues to give back to the school with the annual scholarship "The Alan L. Beck Award," given to the top academic athlete. After high school, Brian attended and graduated from Emory University with a Bachelor of Business Administration (BBA) focusing on Marketing and Finance. While at Emory, he was credited with starting the Emory University Baseball Team, which had been defunct since 1950. In 2008, Brian helped start The Emory University Baseball Alumni Association.

He now resides in Farmington, CT with his wife Noa. They are avid travelers, members of The Country Club of Farmington and love to do weekends in New York City where they met. Brian's love for sports can be seen in his office with his exclusive and very private collection of sports memorabilia that hang on his walls; which include his Boston Celtic Ball Boy Jersey, which he did from 1980-1985, a contract of Joe Dimaggio and Reggie Jackson, and a multitude of autographs.

Daniel J. Friedman
CEO
daniel@myrestylement.com

Daniel J. Friedman is a founding partner and the current Chief Executive Officer (CEO) of Wealth Management Group of NA, LLC, a Connecticut company he founded in 1995 with Brian P. Beck.

Dan is the creator of the “one stop” financial service center.  Beginning in 1995, he designed a breakthrough strategy for the way families and small businesses manage their lives and finances by successfully implementing the True Success formula for Restylement™:

True Success^TM  = Having a Great Lifestyle + Money x The Time to Enjoy It

Dan is currently studying for the Certified Divorce Financial Analyst^TM (CDFA^TM) designation, which is a certification program in financial planning for divorce cases.  Through a series of advanced educational courses, Dan will focus on developing this unique specialization that will assist him in working with attorneys and clients.

He specializes in making complicated financial issues easy to understand, thus allowing his clients to take action.  He is savvy in a broad variety of financial topics including: providing innovative retirement income solutions, designing tax reduction strategies and constructing investment portfolios.  All of this is done with the “My Restylement Plan,” a fee-for-service program.

Dan has also been featured in many media publications such as The Hartford Courant, The Hartford Business Journal and The Herald Press.  He has been interviewed on WTNH Channel 8 (an ABC affiliate) and WFSB-TV Channel 3 (a CBS affiliate) to discuss a multitude of financial issues.

Dan was born in Brooklyn, NY and currently resides in West Hartford, CT with his three sons, Maxwell, Jordan and Shea.  He is a member of the Hartford Tennis Club, N.Y. Sports Club and a proud member of Red Sox Nation.  Dan is active in the West Hartford community, specifically with youth sports and is a big supporter of Hall High School Athletics.  He enjoys taking his kids to their family beach house down at Groton Long Point in the summer.

Darlene M. Galayda
Client Relations Manager
darlene@myrestylement.com

Contact Darlene for debiting of monthly fees, copies of documents, investment transfer questions, check requests and change of name, address, bank, etc.

Darlene is a graduate of Marist College in Poughkeepsie, NY. She holds a B.S. in Business Administration with an emphasis in Marketing and a Minor in Social Work. After college, Darlene returned to work for Dr's. Wachtel, Shafran, and Moore, O.D. as an Office Assistant in Bristol, CT. In February 2003, she became a Casualty Represented Processor for Allstate Insurance in Farmington, CT, and worked there for about 2 years. Darlene joined Wealth Management Group of N.A., LLC in June 2005 as the Assistant Client Relations Manager and was promoted to Client Relations Manager in May 2007.

Darlene resides in Plainville, CT with her husband, Eric and step-son, Chase.  She enjoys traveling, reading and spending time with her family and two dogs.

Stacee D. Schnurr
Client Services Manager
stacee@myrestylement.com

Contact Stacee for debiting of monthly fees, copies of documents, investment transfer questions, check requests and change of name, address, bank, etc.

Stacee is a graduate of Bryant University in Smithfield, RI. She holds a B.S. in Business Administration. Stacee joined Wealth Management Group of N.A., LLC as a part time bookkeeper in May, 2003. As WMGNA strives to continually provide our clients with an excellent customer service experience, Stacee was excited to step into the role of Client Services Manager in September, 2011.

Stacee resides in Farmington, CT with her husband Terry, and two children, Brittany and Scott. She enjoys reading, traveling, yoga and spending time with her family and friends.

Candice E. Canace
Director of First Impressions
candice@myrestylement.com

Contact Candice for scheduling of meetings, directions, tax information and any general questions.

Candice is a graduate of Bryant University in Smithfield, RI. She holds a B.S.in Business Administration with a major in Marketing and a double minor in law and psychology. Candice attended the U.S. Naval Academy in Annapolis, Maryland for one year, where she played for the women's basketball team. She then transferred to Bryant, where she was part of various groups and organizations on campus and heavily involved in the intramural sports program. She currently volunteers as a coaching assistant for the Southington Youth Basketball Association four times a week.

Candice resides in Bristol, CT, enjoys playing sports, reading, cooking, and spending time with her family and her dog.