By Wealth Management Solutions  As you reflect back on the past five or ten years of your life, can you see how much has changed? Perhaps you can see proof of this in your relationships, the progress you’ve made in your career, or the way you’ve managed your finances....

By Wealth Management Solutions  Moving is never easy. There’s a seemingly endless number of tasks to complete to sell your home, pack up your belongings, and move into your new place. And even when you’re all settled in your new home and finally starting to feel...

By Wealth Management Solutions As the end of the year approaches, it’s time to take stock and organize this year’s finances so next year gets off to a smooth start. Our advisors provide thoughtful fiduciary advice for the care, guidance, and course corrections to...

By Wealth Management Solutions  As a high-income earner, you understand the importance of working with a financial advisor to proactively plan for your financial future. Our approach is “Our Planning; Your Future,” which means that everything we do is taking your...

By Wealth Management Solutions  At Wealth Management Solutions, we understand what it’s like to experience the loss of financial independence due to poor planning. Our founders, Richard and Martin, felt the pain of losing their fathers unexpectedly and having to...

By Wealth Management Solutions  Working for one of the Big 4 accounting firms is an accomplishment to celebrate. But the prestigious position also comes with a slew of investment restrictions. Whether it’s Deloitte, Ernest & Young, KPMG, or PwC, employees of these...

By Wealth Management Solutions You have big dreams for your children. And, before they’re grown and out on their own, it’s important to teach them about things like a solid work ethic, kindness, respect, responsibility—the list goes on. Perhaps most important though...

By Wealth Management Solutions There are a lot of things you don’t want to gamble with in life; your family, your wealth, and your long-term health are just a few. Unfortunately, too many people fail to incorporate long-term care (LTC) into their overall financial...

By Wealth Management Solutions There’s a quote by Roy E. Disney, nephew to none other than Walt Disney himself, that goes like this: “When your values are clear, your decisions are easy.” This not only applies in everyday life, but also—and sometimes even more so—to...

By Wealth Management Solutions  The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the...