Wealth Management Strategies | Santa Ynez, CA
Contact Us
3681 Sagunto Street, Suite 102
Santa Ynez,
CA
93460
- Office: 805.693.1773
- Fax: 805.693.1772
- E-mail address: guy@wealthmgtstrategies.com
- Home
-
About Us
- Meet Our Team
- Associates
- Our Location
- Solutions for Business Owners
- Solutions for Individuals & Families
- A Letter From Our Founder
- Solutions for Pre-Retirees & Retirees
- Our Process
- Guarantees Matters
- Executive Benefit Solutions
- Three Pillars of Wealth
- Client Portal
- Partnering with Other Professionals
- Helpful Links
- Video Library
- Our Location
- Insurance and Investments
- The WMS Difference
- Calculators
- Schedule an Appointment
- Strategic Alliances
- Community Wealth Corner
- Tell A Friend
- Contact Us
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We're here
to help -
What do you want
to do? -
We have the answers... and we're happy to share
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We're in this together
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We have the answers... and we're happy to share
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Bring your career to life
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We're right here
with you -
We're right here
with you -
Bring your career to life
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New York Life is dedicated to serving professional advisors
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It all starts with you
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Bring your career to life
Wealth Management Strategies | Santa Ynez, CA
Contact Us
3681 Sagunto Street, Suite 102
Santa Ynez,
CA
93460
- Office: 805.693.1773
- Fax: 805.693.1772
- E-mail address: guy@wealthmgtstrategies.com
- Home
-
About Us
- Meet Our Team
- Associates
- Our Location
- Solutions for Business Owners
- Solutions for Individuals & Families
- A Letter From Our Founder
- Solutions for Pre-Retirees & Retirees
- Our Process
- Guarantees Matters
- Executive Benefit Solutions
- Three Pillars of Wealth
- Client Portal
- Partnering with Other Professionals
- Helpful Links
- Video Library
- Our Location
- Insurance and Investments
- The WMS Difference
- Calculators
- Schedule an Appointment
- Strategic Alliances
- Community Wealth Corner
- Tell A Friend
- Contact Us
Guy Walker and Warren Ritter are agents of and collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state(s) of California (Guy CA Insurance License #0788565; Warren CA Insurance License #0M49451), GA and NV. No insurance business may be conducted outside these states referenced.
Guy Walker and Warren Ritter are also Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and a wholly-owned subsidiary of New York Life Insurance Company. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.
Neither Wealth Management Strategies Insurance & Financial Solutions and its employees nor New York Life offers legal, tax or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
Wealth Management Strategies Insurance & Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.
Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf