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Who We Are

A Devoted Team at Your Service

Equipped with decades of experience and our high standards of care — WMSCare— we’ll assemble all the parts of your financial life, work to get everything running smoothly and continually monitor your progress as you work with confidence toward your goals. 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. As an independent firm, we’re able to select from a broad, deep range of investments. The goal, always, is to grow and protect our clients’ wealth and peace of mind. More

Our Process

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

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Our History

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

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Our Values

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

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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