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What We Do

Wealth Management Solutions offers a range of services that address your financial needs at every life stage. We deliver each service under our WMSCare, a standard ensuring that we consistently address financial issues both known and unknown.

Investing Consulting

We create strategies that are tailored to your needs and goals.

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Investment Management

Years of experience have prepared us to guide you through your life transitions.

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Planning

Trust. Honesty. Integrity.
We believe values matter, and we live by ours every day.

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Relationship Management

We communicate your strategies to stakeholders, advisors and trustees for a cohesive approach to managing your wealth.

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Family Office

Services designed to offer transparency, efficiency, and provides consolidated reporting of your wealth.

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  • Investment consulting defines your goals, objectives and risk tolerance; creates an investment strategy; monitors and reports portfolio performance.

    Potential known issues: return shortfalls or future plans for which funds haven’t yet been set aside
    Potential unknown issues: changes in employment or family status
  • Investment management provides planning and modeling to test income probabilities and outcomes of proposed strategies for income.

    Potential known issues: integrating Social Security benefits; ensuring flexibility of income sources
    Potential unknown issues: changes in health; education planning for children or grandchildren; long-term care plans for self or aging parents

  • Financial planning and advanced planning involves forecasting to test your income longevity and exploring options for preserving wealth.

    Potential known issues: required minimum distributions; reductions in benefits
    Potential unknown issues: unforeseen medical needs; legacy plan analysis

  • Relationship management means coordinating our efforts with those of your other trusted advisors, including accountants and attorneys, to ensure that all are oriented toward your mission and vision.

    Potential known issues: your relationships with the advisors you already have in place
    Potential unknown issues: the effect of wealth on your heirs

  • Family office management is our concierge service that organizes your financial life with an eye toward efficiency, transparency and technology-enabled daily reporting.

    Potential known issues: redundancies and inefficiencies in your current processes
    Potential unknown issues: your goals for charitable interests, social causes and the impact of your legacy on your heirs