Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Newport Beach, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$750,000.00
# of Accounts
425
Avg Client Age
60
Overview

Wealth Management Solutions, llc, a multi-Family Office company since 2003 was created out of the increasing need of investors and families seeking unbiased advice, without the conflicting objectives often found in retail wire-houses and banking providers that result form proprietary product sales..

We provide a teamwork approach that works with your existing advisors to broaden perspective of your needs, and provide increased insight to your planning objectives.

We help you define your investing principles and strategies, review and manage your retirement investing and distribution strategies, ensure your Estate conservation issues are addressed, and perform risk management analysis on your entire wealth, not just one investment holding.

Common financial questions are addressed in our services:

Will retiring early impact my finances/social security/my children?
Am I taking the right amount of risk in my investments? Not enough, or too much?
What’s the right approach for college savings for my situation?
Will your successor trustee survive long enough to service your heirs?
Do I have enough life insurance for my family? Are my liabilities covered properly? Do I have too much insurance? Can I leverage my insurance to do more than just cover my liabilities?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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