Wealth Management Solutions

Wealth Management Solutions is a fee-only registered investment adviser that provides investment advice and financial planning to individuals and families and, on a limited basis, to corporate and retirement-plan clients. As of December 31, 2025 the firm reported $172,569,049 in discretionary assets under management and typically delivers comprehensive planning, hourly planning, discretionary investment management, and 401(k) plan consulting.

The firm constructs broadly diversified portfolios that rely primarily on index funds and ETFs, while monitoring allocations and making tactical adjustments as warranted; it also may recommend actively managed funds, structured products, closed‑end funds and individual bonds when appropriate. Investment strategies are tailored to client goals and cash‑flow needs, documented in written guidelines, and reviewed periodically with most managed accounts operated on a discretionary basis.

Notably, an owner of the firm is a 50% owner of WMS Fund Management, LLC, which acts as manager to an affiliated private vehicle, WMS Fixed Income Fund I, LLC; that Fund is closed to new investors and the firm discloses that management fees for the Fund have been suspended and that WMS does not charge a management fee on client assets invested in the Fund. The firm also discloses a strict fee‑only policy (no commissions or performance‑based fees), provides 401(k) plan advisory services, and obtains at least an annual surprise custody examination to address custody oversight.