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."

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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

Find Your Financial Peace Here.