We bring diverse perspectives to the challenge of finance that is solutions-focused with a no-quit attitude. Our purpose is to disrupt your financial uncertainty and bring you peace. 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. To be trusted to help families define and meet these challenges is a privilege. Our team has seen it all. We understand the financial journey from every generational perspective and have a deep bench of experience with partners who touch every part of the financial picture. Through the lens of those diverse perspectives, we are aligned around a single vision — to create calm out of uncertainty and bring peace to our clients and their families.
Some things you should know about us that set us apart: Wealth Management Solutions is a Registered Investment Adviser* (RIA) that offers fee-only solutions for anyone seeking help meeting their financial goals. Our advisors operate under the fiduciary standard—the strictest duty of care recognized by the US legal system. “Fiduciary standard” means we are legally responsible to act in your best interest. As a result, our clients have come to expect honest advice rooted in their interests, not ours. We keep our advisor-to-client ratio low so our clients get more than just the attention they need – they get the attention they want.
Why Wealth Management Solutions?
Credentialed and Educated
Our team includes CERTIFIED FINANCIAL PLANNERS™ (CFPs®) and a Chartered Financial Analyst (CFA), which require continuing education in the disciplines of financial planning and wealth management.
We have seen it all. Helping clients weather some of the toughest financial challenges in recent history – from the dot-com bubble of ‘00-’02, to the global financial crisis of ’07 – ’09 to the European financial crisis of 2011, to the uncertainty related to Brexit in 2016, not to mention navigating the uncertainty of a pandemic in 2020. We filter the noise of financial disruptions to bring you peace.
Our success is measured only by you achieving your financial goals. With access to the entire world of investment and risk management solutions, we maintain total control of your portfolios in partnership with you and have no obligations to report to anyone but you.
Our team comes from diverse backgrounds representing multiple generations. We bring perspectives from hospitality, law, technology and more to have a more holistic view of both challenges and opportunities. With a deep bench of expertise both in-house and through our vast network of trusted partners, we can tackle any financial challenge in partnership with you.
Get to know us
We are hands on and invested in your success. We welcome the opportunity to help you secure peace with your finances.
Phone: (610) 524-7031
Tanu is the president of Wealth Management Solutions (WMS) and leads the firm’s financial management experts with a commitment to creating financial peace for families. As founder, Tanu is invested in cultivating a diverse team from wide backgrounds, allowing WMS to serve families where they are across multiple generations.
A certified financial planner and a chartered financial consultant, Tanu has more than 10 years of financial planning experience working with various advisory firms, following close to a decade of working as a contractor in broadband engineering. That entrepreneurial background gives him unique insight in helping families and businesses navigate the complexities of critical and personal financial decisions.
With a bachelor’s degree in Economics and Int'l Business from Temple University, Tanu has lived in the greater Philadelphia area more than 25 years and founded WMS in 2015, building it to now serve clients and families across the country.
A native of Finland, Tanu is also fluent in three languages and in his free time enjoys traveling, the outdoors, and spending time with his wife, Debbie, and their three young children.
Phone: (800) 431-5662
Martin is the CEO at Wealth Management Solutions (WMS) following the merger of his previous firm, Hopkins Investment Management. He brings seasoned leadership to the team and continues to manage a portfolio of clients cultivated over more than 20 years in financial advising.
A Certified Financial Planner® as well as an attorney, Martin earned his LLB and a B.Comm. (Bachelor of Commerce) degree from the prestigious University of Natal in Pietermaritzburg, South Africa. Martin has been a member of National Association of Personal Financial Advisors (NAPFA) since 2003 and has served on the board of the Northeast Division.
He and his wife Lyn live in Annapolis where he cultivated his love for boating and when he has a chance, he enjoys exploring the inland waters of the East Coast. In his free time, he enjoys distance hiking. He is also an active leader in Church of the Nations International.
Phone: (800) 431-5662
Rachelle Walley graduated cum laude from East Texas Baptist University with a Bachelor of Science in Education in 1991. There she majored in Mathematics with a double-minor in Computer Information Systems and Music. After graduation, she entered the teaching profession and for 13 years taught physics, calculus, algebra, geometry and consumer math to high school students.
Rachelle began working as a Virtual Administrative Assistant in 2006 and has since earned the “Registered Paraplanner” designation. Her attention to detail and math and computer background make her a natural fit for our team.
Rachelle works with a team of virtual assistants through a company called Consider it Done! They have been providing virtual administrative support to financial advisors since 2003 from their home base Jacksonville which is located in the piney woods of East Texas.
Phone: (609) 419-1119
Jenny is a senior financial advisor for Wealth Management Solutions (WMS), joining the firm in 2021 as part of a merger with Hopkins Investment Management.
With more than 20 years of experience in finance, Jenny is a certified financial planner and holds a degree in business administration from Rutgers University. Recognizing big changes in life can bring uncertainty as well as opportunity, she is passionate about helping clients achieve their goals through financial planning and personalized wealth management, with a focus on life transition strategies.
A native of Singapore and fluent in three languages, Jenny started her professional career as a Dividend Representative for Shearson Lehman Hutton in New York City, one of the largest corporations in the financial services industry, where she developed her passion for client service and furthered her financial education.
In her free time, Jenny especially enjoys family time and leads a group of women with Moms in Prayer International.
Phone: (610) 524-7031
Thomas is the Chief Investment Officer at Wealth Management Solutions (WMS) responsible for portfolio management as well as providing due diligence, research, and analysis to inform financial advisors at the firm with critical and timely insights that enhance financial planning and business development.
A Chartered Financial Analyst (CFA®) with a bachelor’s degree in business administration from The Ohio State University, Thomas brings nearly 20 years of business and financial expertise to the firm. Prior to joining WMS in 2021, Thomas served as the Chief Investment Officer for Hoover Financial Advisors, as well as Executive Director for JPMorgan Chase.
Thomas is also the founder of Cornerstone Portfolio Research, an independent investment research firm.
Phone: (800) 431-5662
Wendell is an investment advisor for Wealth Management Solutions (WMS), joining the firm in 2021 as part of a merger with Hopkins Investment Management. He is responsible for providing specialized investment options to clients and shares with them the unique insight gained from more than 40 years of modeling the behavior of machines, processes and people.
Wendell earned his Bachelor of Science degree in mechanical engineering from The Ohio State University in 1974. In 1980, he was licensed as a Professional Engineer and in 1990 obtained his MBA from Canisius College in Buffalo, N.Y. He approaches investment opportunities with the precision and analysis of an engineer and for many years published an investment newsletter that offered advice derived from a proprietary model of global equity markets that he developed.
He lives near Richmond, Va., with his wife, Jeanie. He and his wife are the parents of three adult sons. Outside of his responsibilities as an investment advisor, Wendell actively engages with notable “20 and 30-something-age” young people to help them debrief their life. Beginning by listening carefully to their spiritual journey, he helps them discover their identity and calling and to navigate their next steps.