About  Wealth Management, Inc.

Wealth Management, Inc. is a Little Rock-based wealth management firm that is a continuation of a practice founded by Robert J. Holdford in 1987. We’re dedicated to providing our clients with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our team focuses on helping our clients pursue their financial goals and objectives through our proprietary LIFEonomics Wealth Management System combined with the expertise of our Wealth Advisors, Wealth Enhancement Group, Investment Committee and Research team.

Wealth Management, Inc. joined the Carson Institutional Alliance and its founding partner Carson Wealth, an advisory firm consistently ranked among the top 10 in the nation, as measured by Barron’s.

Together we seek out and apply objective research and resources, using not only our entire team’s knowledge, wisdom and experience – but also through our strategic partners –many of the top minds in finance from around the nation work together to help optimize our client’s financial wealth as well as their lives. Our practice serves hundreds of families not only in Arkansas, but in more than 17 other states.

Our goal is to empower our clients to spend the rest of their lives doing only that which is truly important to them with the people who are truly important to them.

Contact the Wealth Management, Inc. family so you can experience the difference today.


Mission

To inspire and empower our clients to achieve True Wealth, free of worry and regret, through a unique combination of wealth planning, asset management and life coaching, called LIFEonomics™.


Vision

Our goal at Wealth Management, Inc. is to build meaningful, long-term relationships with a select group of families empowering them to spend the rest of the time they have left doing only that which is truly important to them with the people who are truly important to them.


Core Values

Team, Trust, Transparency and Accountability

At Wealth Management, Inc., we’re committed to delivering on our word. That’s why you’ll benefit from the Wealth Management team’s goal of delivering our mission, vision and core values to our clients daily.

Defining True Wealth: All that money can’t buy and death can’t take away

Our passion is to serve our clients by helping them achieve their True Wealth and uncovering what is truly important in their lives. We are dedicated to guiding you on your True Wealth journey, and delivering on our mission, vision and core values to our clients daily.