About My Practice
Do you have a comprehensive plan that addresses your total financial picture? Is your money working relentlessly towards your goals? Are you taking the necessary steps to provide for you and your family before, during and after retirement? If not, we may be able to help you!!
As President/Owner of Wealth Management Strategies, we offer Professional Wealth Management Services. Our mission is to develop a productive relationship that will always focus on honesty, integrity and excellent service in the pursuit of your financial goals and objectives.
We are Retirement Planning Specialists, but also offer estate planning, tax planning, investment planning, business planning, cash management/budgeting and risk management. Partner with an expert!! No matter what level of wealth, working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
We make an objective and comprehensive analysis of your current financial situation, evaluate your risk tolerance, analyze your needs and goals, create a diversified plan customized to your needs, implement the plan to pursue your goals, and monitor the plan and performance toward achieving your objectives.
Please visit our website at www.wmsusa.net for more information.
I am a Chartered Retirement Planning Specialist since 2011.
I am a Certified Financial Planner since 1996.
I am a Certified Public Accountant since 1984.
I have been an Investment Advisor since 1993.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Other - Charter Retirement Planning Specialist (CRPS®)
Commonwealth Financial Network
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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