WEALTH MANAGEMENT STRATEGIES

Wealth Management Strategies, Inc. (WMS) is a holistic wealth management company committed to helping create peace of mind and building lasting relationships. This is accomplished through our Strategic Freedom Process®. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. While learning the details of your financial picture, we will construct and deliver a customized, written financial plan... Bringing Holistic Planning to the middle class is our mission. We provide Tax, Estate, Retirement, Insurance and Income Distribution Planning for our clients. Identifying the strategies that fit our clients needs is our goal... How We Do It: Holistic Planning combines investment advising, retirement planning, and tax management under one roof. When you partner with Wealth Management Strategies, Inc., you get a team who educate and collaborate with you to craft a plan that reflects your unique wishes and needs.

Primary location: Rocky Mount United States