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Our Approach Experienced Professionals A Comprehensive Approach

FOCUSED ON YOUR SUCCESS

Imagine your finances as a precision timepiece. You might have all the components in hand, but if you’re not a skilled watchmaker you’ll struggle to put it together in working order. 

We specialize in highly proactive financial management for high-net-worth pre-retirees, with a focus on tax strategies, creating a legacy for their families, planning a fulfilling retirement and pursuing philanthropy. more...

Contact us today to get started.

Who We Are

Helping you navigate finances with the leverage of independent advice.

What We Do

Financial Advice for investors seeing an abundant, complete and distinctive life.

Why Us?

We have decades of experience in delivering solutions that solve complex tax, financial, investment and estate planning needs.  

How We Engage with You

WMSCare, our promise to YOU in delivering a standard of care that addresses your financial needs over your investment lifetime. 

RESOURCE CENTER

Steps to consider so you can potentially accumulate the money you'll need to pursue th

RETIREMENT

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

INVESTMENT

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

ESTATE

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

INSURANCE

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

MONEY

Managing your money involves more than simply making and following a budget.

LIFESTYLE

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

TELL US HOW WE CAN HELP TODAY

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