Wealth Management Strategies believes your goals are best achieved when your advisor is completely independent and impartial in giving you investment and financial advice. WMS is a financial services firm based in beautiful North Idaho. Our advisors are Certified Public Accountants and Certified Financial Planner™ professionals with extensive training and certifications in the field of Financial Services... Our clients are looking for advice that takes into consideration all aspects of their financial picture. Many investment advisors are only familiar with investment products and strategies. Many insurance agents are only familiar with insurance products. Decisions are made based upon an advisor's particular area of expertise and may not take into consideration the big picture. The LPL advisors at WMS combine their CPA education with CFP® disciplines to provide real world, practical strategies so you can receive a "big picture" financial plan... Powered by LPL Financial, a..