A complete list of active advisors currently associated with Wealth Management Services,LLC

Warmer can help you find a great advisor at Wealth Management Services,LLC or one who fits your needs even better.

Wealth Management Services, LLC provides personalized, fee-only financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s advisory services include cash‑flow analysis, retirement and education planning, tax planning, estate planning, and investment management; it does not sell commissioned insurance or annuity products. The firm generally implements a strategic, core‑and‑satellite asset allocation using passive index and ETF exposures as the core and selectively adding active funds, with an emphasis on global diversification. According to the brochure, it managed roughly $13.2 million for about 37 clients as of October 31, 2023, and nearly all assets were handled on a non‑discretionary basis with trading executed under limited power of attorney or with client concurrence. Compared with many peers, the firm’s advisory team includes both an attorney (J.D., CFP®) and a CPA (CPA, CFP®), and it discloses an affiliation with a separate entity that performs tax preparation; tax services are provided under a separate agreement rather than as part of the advisory contract. The firm is small in scale, uses negotiable fee arrangements, and emphasizes coordination with legal and accounting professionals when addressing complex tax and estate matters.

To learn more about the advisors currently working at Wealth Management Services,LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.