REIMAGINING LIFE GOALS AND FINANCIAL WELLNESSA NEW VISION OF FAMILY WEALTH ADVICE
TRANSFORMING THE WAY TO DEFINE, OBTAIN AND LIVE WITH FINANCIAL PURPOSE
Defining a financial purpose is not simple, nor is it easily designed, or communicated to the next generation.
Our people look to build long-lasting relationships with our clients and lead them overtime in many discussions of their dreams for the future and build actionable plans that help them extend their financial purpose beyond the next generation.
REIMAGINING HOW FINANCIAL ADVICE AND SERVICES ARE DESIGNED AND DELIVERED
Wealth Management Solutions (WMS) has redesigned how financial services are designed and delivered.
Our process combines modern wealth management disciplines that complement your family board of advisors within a multidisciplinary firm, without standard investment asset goals most often found with single custodian practices.
OUR HIGHER COMMITMENT
COMMITTED TO CHANGING THE INDUSTRY STANDARDS IN FINANCIAL FIDUCIARY ADVICE
Exceeding industry fiduciary standards means removing asset goals and focusing on enhancing client financial purpose as our core role for our clients.
We go beyond the industry standard of being an employer representative to representing our client’s financial needs to the investment industry.
Delivering our Care, Guidance, and Course Corrections
TO MANAGE YOUR WEALTH WITH PURPOSE
For more than two decades, our team has been committed to delivering on
the unique financial needs of clients, and their heirs throughout their lifetime.
ReimaginINg How Financial Advice and Services
are Designed and Delivered
Wealth Management Solutions, LLC
4000 MacArthur Blvd, Ste. 600 East Tower
Newport Beach, CA 92660
Office: (949) 475-9700
Fax: (949) 475-9701
Security Licenses 7, 24, held at LPL
Richard Riva is licensed to sell insurance in the state of California. His principal place of business and domicle is California. CA Insurance LIC# OB22466
Check the background of your financial professional on FINRA's BrokerCheck.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
The financial consultants at Wealth Management Solutions are also registered with and Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC see at the bottom of this page. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Wealth Management Solutions, a registered investment advisor. Financial Advocates Investment Management, Wealth Management Solutions and LPL Financial are separate entities.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: California (CA), New Jersey (NJ), Nevada (NV), New York (NY), AND TEXAS (TX).