A complete list of active advisors currently associated with Wealth Management Solutions

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

Wealth Management Solutions provides investment advice and financial planning primarily to individual and high‑net‑worth clients, offering portfolio development and monitoring, written financial plans, 401(k) allocation recommendations, and educational seminars. Services are delivered on both discretionary and non‑discretionary bases and cover mutual funds, ETFs, and individual stocks and bonds. The firm tailors portfolios to clients’ stated objectives, time horizons, and risk tolerances, with periodic reviews and fee billing based principally on a percentage of assets under management paid quarterly. Custody and trade execution are provided through an independent custodian; the adviser uses block trading for eligible accounts and may implement active trading, buy‑and‑hold, margin, options, or leveraged/inverse ETF strategies where appropriate. A distinctive feature is that one or more of the firm’s representatives are licensed CPAs who prepare tax returns and the firm discloses the ability to add or coordinate tax‑related services (for example, payroll or tax return services) as part of client arrangements, an affiliation that is uncommon among peers. The firm also discloses that some representatives are licensed insurance agents and that it uses standing letters of authorization for client transfers, which affects how custody and certain cash movements are handled.

To learn more about the advisors currently working at Wealth Management Solutions, 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.