Wealth Management Corporation

Ryan Horak is a CFP® professional with four years of industry experience, currently serving at Wealth Management Corporation in Tallahassee, FL. He is the managing member of Prudent Wealth Management LLC and also operates as a real estate agent under Passage Real Estate. His prior experience includes roles at Capital City Country Club and ongoing involvement with Wealth Management Corp since 2016. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities, primarily through no-load mutual fund portfolios. The firm employs a documented five-step investment process, combining various analytical methods and a range of strategies, while managing approximately $209 million across more than 1,300 client accounts with a notably low advisor-to-client ratio.

Joshua Clifford is a CFP® professional with eight years of experience at Wealth Management Corporation and one year at Precision Wealth Strategies. His prior work includes roles at Carr Allison, P.A., Pennington, P.A., Flagler College, and Proctor Acura. He is based in Tallahassee, FL. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities. The firm manages no-load mutual fund portfolios using a documented five-step process that includes risk assessment, fund research, implementation, daily monitoring, and quarterly reporting, serving over 1,300 client accounts with two advisors.

William Horak is a CFP® with 39 years of experience in the financial industry. He is a principal at Wealth Management Corporation in Tallahassee, FL, where he has worked since 1989. Prior to and concurrent with this role, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advising, he holds an insurance license as a life and fixed annuity agent. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities. The firm primarily manages no-load mutual fund portfolios using a documented five-step process that includes risk assessment, fund research, implementation, daily monitoring, and quarterly reviews, distinguishing itself with a high client-to-advisor ratio and centralized investment decision-making.