Who We Are

Welcome to Wealth Management Services (WMS), a full service Investment and Financial Planning Firm. We are not like other firms, nor do we want to be at your expense. In working with us you’ll never be an account number, you’ll always be a person and a relationship.

What makes us different from other financial firms is our personal approach to your financial needs by:

  • Getting to know you as a person, your goals, your needs and investment comfort.
  • We use a risk evaluating software, to determine what level of risk you truly have without interjecting our opinion. Then use it to determine the actual risk level you are exposed to in your portfolio.
  • Taking a proactive approach in communicating, explaining different options and not waiting for you to contact us with a concern.
  • Thinking outside the box using a wide variety of investment options, not just mutual funds or annuities.
  • Looking for higher dividend paying equities, preferred stocks and structured products to lower your overall risk.
  • Teaching you to have a better understanding of your investment options, how they work for you, and how they compare to other choices available.
  • Choosing investments not only for their potential, but have the most favorable tax rate(s), and working with your tax professional to benefit you.
  • Offering advice and service on a full range of insurance products.
  • We use revolutionary Risk Fingerprint technology to capture each client's risk tolerance and pinpoint each individual investor's comfort zone.
  • We team up with clients to focus on the delicate balance between risk and reward using Riskalyze proven technology.
  • WMS strives to understand each client’s personal needs and expectations using quantitative analysis to engineer individualized portfolio solutions.
  • In addition we routinely perform industry leading stress testing techniques to proactively manage portfolios. “This personalized approach provides clients with a clear and focused path forward".

We are committed to our clients, their families and financial success by giving individual advice and attention. We work to meet your day to day financial challenges, with piece of mind and confidence. Thank you for visiting our site, we look forward to hearing from and working with you.


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