FIND PEACE WITH YOUR FINANCES

WMS helps families find peace with their finances with diverse perspectives and a no-quit attitude and that delivers individualized solutions.

“Let’s face it. Money is complicated. Managing your money can feel overwhelming – especially when life changes disrupt your plans. You need a trusted partner who will understand your challenges and help you define and realize your goals. We’ve seen it all and our multi-generational team understands the diverse challenges of every aspect of your financial picture. Take your first step to finding peace with your finances and contact us today.”

tanu

Tanu Happonen, CFP®, CHFC®

President, Wealth Management Solutions

“Money can create both opportunity and chaos. The complexity of it is only made more challenging by the many varied values, goals and life journeys we all take. While money is not an end unto itself, the responsible stewardship of those resources tied to a defined goal or dream can change lives.”

martin

Martin Hopkins, CFP®

CEO, Wealth Management Solutions

Investment Management

Strategic investments start with understanding your goals. Recognizing goals evolve, our team takes the time to know you and will create an investment management strategy for you that can grow with you as your goals change.

Retirement Planning

Most Americans are not prepared to retire. You need a strong, flexible plan that can adapt to changes in taxes, market volatility and inflation. Our approach is unbiased, and our people will be here for you through the ups and downs of the most unpredictable aspects of your future.

Tax Planning

We all know two things are certain. Death and taxes. You might not have a choice with the former, but you can certainly make choices that will help reduce your exposure to unnecessary tax expenses and prepare you to address future tax implications.

Risk Management

Life is full of unknowns. And the unknowns present risks. While you cannot avoid risk, you can protect yourself from unnecessary risk with the right plan. Our risk-averse approach helps guard against the unforeseen and strengthens your ability to withstand the unknown.

Education Expense Planning

The cost of higher education continues to rise as the job market increasingly demands a workforce with the transferrable skills gained with a college degree. Planning for this expense, whether for your child or yourself, requires thoughtful strategies if you want to minimize or prevent future debt. You can trust our experienced team to develop an education expense plan that works for you.

Estate Planning

More than half of Americans don’t have a will. While it can be uncomfortable, you need an estate plan that might include wills, healthcare powers of attorney, living trusts and financial powers of attorney, and other documents. One of the best ways you can care for your family is to sort out these details, so they aren’t left carrying the burden after you pass.

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With over $360 Million in assets under management, WMS has earned the trust of hundreds of families

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We’re a team of 8 people, including 4 Certified Financial Planners (CFP®), and a Chartered Financial Analyst (CFA)

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1 Fiduciary promise. There’s no other way to describe it — we’ve got serious skin in the game, and we take your trust in us just as serious

Our Office Locations

Contact one of our departments to talk to us

Exton, PA

300 N. Pottstown Pike,
Suite 240
Exton, PA 19341
(610) 524-7031

Annapolis, MD

1997 Annapolis Exchange Pkwy
Suite 300
Annapolis, MD 21401
(410) 757-7980

Princeton, NJ

103 Carnegie Center
Suite 300
Princeton, NJ 08540
(609) 419-1119

Lancaster, PA

79 East Main Street
Lititz, PA 17543
(800) 431-5662

Find Your Financial Peace Here.

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adam wilkins

Phone: (610) 524-7031

Email: awilkins@wmsplan.com

ADAM WILKINS

Adam is a senior financial advisor for Wealth Management Solutions (WMS), who works with clients to achieve their goals through financial planning & personalized wealth management.

With hundreds of happy clients served, Adam is a Certified Financial Planner®, Certified Student Loan Professional®, and Digital Assets Council Financial Professional® with a bachelor’s degree in Financial Planning. As a fintech startup founder in the tax planning space, Adam brings a distinct expertise in tax minimization strategies. 

In his free time, Adam enjoys traveling across the globe, frequenting the local gym, and dreaming up crazy business ideas. 

website logo
melinda

Phone: (610) 524-7031

Email: mkessler@wmsplan.com

MELINDA KESSLER

With nearly 8 years in the Wealth Management Industry, Melinda has experience as a Client Service Associate as well as working in the Operations department. She brings her knowledge and passion for cultivating relationships while assisting clients with their wealth management needs. 

 

She resides in Charleston, WV with her husband Glen, three sons, and their dog, Ares.   Her passion for helping other does not end at work, as she has been a licensed foster parent since 2016 and has had opportunities to help the community by opening a foster closet to support the specialized needs of local children in care as well as speaking to new foster parents during training seminars. 

 

In her free time, she enjoys time with her family outdoors, exploring new hiking trails, kayaking and spending time with her new granddaughter, Phoenix.

website logo
adam wilkins

Phone: (610) 524-7031

Email: awilkins@wmsplan.com

ADAM WILKINS

Adam is a senior financial advisor for Wealth Management Solutions (WMS), who works with clients to achieve their goals through financial planning & personalized wealth management.

With hundreds of happy clients served, Adam is a Certified Financial Planner®, Certified Student Loan Professional®, and Digital Assets Council Financial Professional® with a bachelor’s degree in Financial Planning. As a fintech startup founder in the tax planning space, Adam brings a distinct expertise in tax minimization strategies. 

In his free time, Adam enjoys traveling across the globe, frequenting the local gym, and dreaming up crazy business ideas. 

website logo
melinda

Phone: (610) 524-7031

Email: mkessler@wmsplan.com

MELINDA KESSLER

With nearly 8 years in the Wealth Management Industry, Melinda has experience as a Client Service Associate as well as working in the Operations department. She brings her knowledge and passion for cultivating relationships while assisting clients with their wealth management needs. 

 

She resides in Charleston, WV with her husband Glen, three sons, and their dog, Ares.   Her passion for helping other does not end at work, as she has been a licensed foster parent since 2016 and has had opportunities to help the community by opening a foster closet to support the specialized needs of local children in care as well as speaking to new foster parents during training seminars. 

 

In her free time, she enjoys time with her family outdoors, exploring new hiking trails, kayaking and spending time with her new granddaughter, Phoenix.