Versatile Wealth Management

Please join us in celebrating Kaito Ajiro on his work anniversary! Since joining WWA in 2023 as a Financial Advisor, Kaito has brought thoughtful perspective, dedication, and a strong commitment to serving clients well. We’re grateful for the impact he continues to make on our team and look forward to all that’s ahead.

Something exciting is just a few short days away.

We’re looking forward to sharing what’s next and introducing a new chapter for our team. Stay tuned.

This Memorial Day, we take a moment to honor the brave men and women who made the ultimate sacrifice for our country. Their courage and commitment are a legacy we carry forward.

Proud, grateful, and never forgetting.

Wishing a very Happy Birthday to Ana Lopez, Caroline Baker, John Wunderlick, and Tom Weilert! Thank you for everything you contribute to the team — we hope your May is filled with celebration and time with those who matter most.

One of our partners, Madison Carrier, volunteers at various animal shelters and participates in a local Chihuahua foster rescue program. They had an event this past Saturday at Hollywood Feed in Preston Hollow.

Tom Wunderlick, Todd Braden, Wes Cooper, and Kaito Ajiro recently attended the Axxess Growth, Innovation, and Leadership Experience (AGILE), an event that brings together leaders from across the care-at-home industry to collaborate, share ideas, and address the evolving challenges facing healthcare today.

More than a traditional conference, AGILE creates space for thought leaders, innovators, policymakers, and care teams to come together and envision the future of healthcare at home. We’re grateful for the opportunity to learn alongside industry leaders and to bring back valuable insights and perspectives from the event.

Something new is on the horizon.
Stay tuned.