A Personal Approach to Company Plans
Tending your employee benefit plans is more complex and important than ever before. Wealth Management Strategies can help you design retirement and benefit plans that suit the unique needs of your company.
WMS is an independent financial advisory firm. Our incentive is to generate good results - and good value - for our clients. We are free to select best-in-class benefit providers for each situation. And because we are committed to ongoing personal service, we monitor and support your plan as you grow.
Available Benefit Programs
• 401(k) plans
• SEPs and SIMPLEs
• Profit Sharing plans
• Executive Deferral programs
• Heath, Life, Disability & Long-Term Care
Every Benefit Program Includes
• Plan design
• Vendor selection
• Plan administration
• Participant education
• Fiduciary support
You can pay less for better service. Contact us to see how!
Securities offered through Cambridge Inestment Research, Inc., a Broker/Dealer. Member FINRA - SIPC, to residents of Arkansas (AR),
Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Kansas (KS), Maryland (MD), Montana (MT), North Carolina (NC), Oregon (OR), Pennsylvania (PA), Washington (WA).
Fee-based investment advisory services from this representative(s) available only to residents of Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Kansas (KS), Maryland (MD), Montana (MT), North Carolina (NC), Oregon (OR), Pennsylvania (PA), Washington (WA).
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth Management Strategies LLC are not affiliated.