About WEALTH MANAGEMENT SERVICES, LLC
As one of the leading financial management firms in the industry, WEALTH MANAGEMENT SERVICES, LLC partners with clients to provide expert advice and guidance for their financial needs. With a focus on creating long-term wealth and strategies tailored to each individual client’s goals, WEALTH MANAGEMENT SERVICES, LLC is committed to helping clients achieve financial success and security.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans based on individual goals and risk tolerance
- Offers a variety of financial services including investment management, retirement planning, and estate planning
- Provides ongoing support and monitoring to ensure plans remain on track towards attaining financial objectives
Facts and Insights
With a proven track record of success, WEALTH MANAGEMENT SERVICES, LLC has become a go-to firm for individuals and families seeking expert financial advice. Here are some notable facts and insights about the firm:
| Assets Under Management | $5 billion |
|---|---|
| Number of Advisors | 50+ |
| Time in Business | 25 years |
Financial Services Offered
WEALTH MANAGEMENT SERVICES, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
With its vast array of financial services, WEALTH MANAGEMENT SERVICES, LLC caters to a wide range of clients including:
- High net worth individuals
- Families
- Small business owners
- Retirees
- Young professionals
Fees & Compensation
At WEALTH MANAGEMENT SERVICES, LLC, transparency and integrity are paramount. The firm operates on a fee-only basis, meaning that clients pay a set fee for services rendered. This avoids any potential conflicts of interest and ensures that the firm’s recommendations are always in the best interest of the client.
Background
WEALTH MANAGEMENT SERVICES, LLC was founded in 1995 with the goal of providing expert financial advice and services to individuals and families. Since then, the firm has established a strong reputation for its personalized approach, transparent practices, and commitment to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, WEALTH MANAGEMENT SERVICES, LLC is required to disclose any potential conflicts of interest or disciplinary actions of its advisors. Clients can access this information through the Securities and Exchange Commission’s Investment Adviser Public Disclosure (IAPD) website.