WMS offers financial guidance and asset management for business owners, executives, retirees, those planning for retirement, and new investors just starting out. Our team specializes in big-picture, comprehensive planning for whatever your future holds—from saving for your child’s education to long-term care planning. Our services fall under two key areas, financial planning and portfolio
management, which include but are not limited to:

Financial Planning


• Retirement Planning

• Estate Planning

• Tax Planning Education

• Funding Debt Planning

• Comprehensive Risk Analysis

• Life Insurance

• Disability Income Insurance

• Long-term Care

Portfolio Management


• Wealth Accumulation

• Wealth Management

• Distribution Planning

• Income Planning

• Fund Analysis

• Reporting

• Distribution Planning

• Income Planning

Our mission is to improve the quality of life of our clients by providing comprehensive wealth management that builds and sustains wealth. We provide independent, objective, and ongoing advice that helps you define your goals and short/long-term objectives; allowing you to build a personalized financial and investment plan. 


Does My Portfolio Fit Me?