A Letter From Our Founder

Welcome to Wealth Management Strategies Insurance and Financial Solutions. 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 and Financial Solutions 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 and Financial Solutions and we look forward to seeing you soon.

Guy R. Walker, President