Who We Are

Our 360 Approach

The 360 degree approach is a vital part of our planning process; it means understanding all aspects of our clients lives, from a holistic perspective. Personal planning and Business planning must be considered together, and even components of our client’s planning that we don’t directly manage must be evaluated and understood in context. We take the time to truly understand what our clients goals are and how the different pieces of their personal plan help achieve those goals.

Our Process

1. Have a Conversation

We want to start by talking to you, getting to know you better to learn about your life, your business, your goals, and the anything else that will help us better understand you and your needs.

2. Provide Ideas

Now that we know you better and understand more about your goals, we can provide ideas and strategies that can help you accomplish your goals. We help you understand all the options available to you and work with you to determine which ones are the best fit.

3. Help you Implement

Once we have identified together what tools and resources are the best fit for you and your situation, we help you implement them into your plan.

4. Monitor & Adjust

Once your plan is on track, we need to monitor it regularly to keep it that way. Your plan should be flexible, allowing us to adjust as your life and your goals change over time.
A Firm Within A Firm
Wealth Management Strategies (WMS) provides a valuable synergy of knowledgeable professionals, each with their own focus. Together we create the Firm of Firms; a multi-disciplinary firm of experienced professionals, providing clients with a full spectrum of financial services. WMS serves a wide variety of clients, from individuals to businesses. We begin by clarifying your goals and objectives, then build a custom financial strategy to help you achieve them.

The Resources of a Financial Leader

In addition to a one-on-one relationship with experienced professionals, WMS offers the capabilities and resources of a leading financial services organization. WMS is a Platinum firm of the Paramount Planning Group, an elite group of AXA Advisors financial professionals recognized for their client service and production.  Our broker-dealer, AXA Advisors has a dedicated network of financial professionals across the country.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC, in Utah, AXA Network Insurance Agency of Utah, LLC, and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Wealth Management Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.

PPG-144565 (4/19) (Exp. 4/23)

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