About Us

Welcome to Wealth Management Strategies, Insurance & Financial Services. WMS provides financial strategies and solutions for individuals, families and business owners. Financial strategies and solutions are offered in the areas of personal risk management, business continuation, wealth management and estate conservation. Clients are guided through a comprehensive process designed to assist the client in identifying and clarifying goals, objectives, resources, and risk tolerance. WMS utilizes technology and professional experience to maximize opportunities for its clients.

Wealth Management Strategies, Insurance & Financial Services offers a “vertically integrated” approach to problem solving. This means that we work with the client’s existing advisors or we will recommend advisors to the client if desired. WMS will act as “coordinator of services” for the client’s advisory team. The vertical integration approach improves client communication between advisors and allows the advisors to work in a coordinated effort in achieving the client’s goals. WMS is best suited for people who are serious about working with a professional team in developing strategies to increase their personal wealth and who value the concept of sound financial stewardship. Our goal is to provide the highest standards of professional service with unparalleled attention to details. We want you to feel confident about the work we do and the recommendations that we make. This is why our commitment to high standards, integrity and strong values are the foundation on which we continue to build our business. Thank you for considering Wealth Management Strategies, Insurance & Financial Services and we look forward to seeing you soon.

 
Sincerely,
 
Guy R. Walker, President
 
Guy R. Walker, Registered Representative, offering securities through NYLIFE Securities LLC
Member FINRA/SIPC
A licensed insurance agency
 
3681 Sagunto Street, Suite 104
Santa Ynez, CA 93460 (805) 693-1773 office/ (805) 693-1772 fax
 
Wealth Management Strategies, Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates
 

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Wealth Managemnt Strategies has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.
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We do not charge fees for the services that we provide. We are only compensated if you choose to implement and purchase any products that we may recommend to satisfy your goals and objectives. For that we reason, we do ask that after an initial "no cost" consultation that you give serious consideration whether our business model is a good fit for you.