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How We Can Help

Welcome to Wealth Management Services, a Full Service Investment and Financial Planning Firm.

Do you have Questions about Investing? Stocks? Retirement? Insurance?  We Can Help!

 

Do you know any of these people? How we can Help
Someone that needs financial advice, including insurance (Fiduciary Advice)
Someone concerned about when they can retire (Financial Planning)
Someone that wants to pay less taxes while saving (IRAs, Roth IRA, tax preferred investments)
Someone with an old 401(k) or other company plan (Rollover IRA)
Someone wanting to pass on inheritance and avoid probate (Beneficiaries, TOD, Trusts)
Someone wanting to save for children’s education (Coverdell, 529 College Plan, UTMA)
Someone with money or Stocks and they don’t know what to do with it (Investing, Fiduciary Advice)
Business owners that want to pay less taxes (business and personal) (401(k), SEP IRA, Simple IRA)
Business owners that want to retain their workers by offering a savings plan (401(k), SEP IRA, Simple IRA) 

 

Individual Client   Business Client

How We Can Help

  • Individual Client
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Wealth Management Services Inc. is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific security product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guarantee. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
 

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  •  Tel: 941-355-7960
  •  wms@WMSfinance.com

1990 Main Street, Suite 750
Sarasota, Florida
34236 United States

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