
Love and Money: Financial Planning Considerations for Couples
In a relationship, it’s essential that both parties face financial planning decisions as a team. But this is easier said than done. Why is it so difficult for love and money to peacefully coexist? Finances can be an emotional topic, causing stress and fear, so many...

Did You Know We’re Sponsors of the Dave Ramsey Education Program?
By Richard Riva and Martin Lombrano It’s no secret that there’s a lack of financial education in our school system. Many children grow up never learning how to properly manage their money, avoid debt, or start saving. Instead, they’re forced to learn through trial and...

Please Join Us At Our Next Webinar To Hear Our Current Market Outlook!
By Richard Riva We are midway through 2021 and the economy is still experiencing shock waves as we slowly but surely recover from the impacts of the COVID-19 pandemic. We know that even as we enter recovery phases, you may be worried about your finances and your...

Say Goodbye To Our Team Member, Marissa
By Richard Riva and Martin Lombrano Although we are very sad to have to say goodbye to Marissa, our client services associate, we want to express our deep gratitude for her years of dedication and service to Wealth Management Solutions. Marissa is a valued member of...

Welcome To The Team, Melissa!
By Richard Riva and Martin Lombrano Wealth Management Solutions is thrilled to welcome Melissa Bergeron to our team as our Client Service Manager! In bringing on Melissa, we are thankful that our firm is able to expand to bring our clients the very best and brightest...

How My Family Lost Everything
By Richard Riva I learned from an early age that you cannot preserve a legacy without having advice, planning, strategy, and governance in place. It does not matter how hard you try. I learned this difficult lesson when my father died prematurely and our family lost...

5 Reasons Why Your Parents’ Financial Advice Is Not Going To Work For You Today
By Richard Riva What financial advice did you get from your parents growing up? You may have heard things like: A home is a good investment. You’re wasting money if you pay rent. Just invest in your 401(k) and you’ll be set for retirement. Unfortunately, our economy...

How To Incorporate Tithing And Charitable Contributions Into Your Financial Plan
By Richard Riva If you’re like most people, you don’t just want to have money for the sake of having it. You want to be a good steward of your wealth. You want to use your money to support the people and organizations that matter most to you. Even more so, you may...

How To Plan For Life’s Challenges: Addressing Financial Goals While Preserving Family Legacy
By Richard Riva If the last year has taught us anything, it has shown us that life is unpredictable. You may have everything figured out, and then life throws you a curveball and you must adapt to the circumstance. That’s why when investors move through a timeline of...

WMS Sponsors Sage Hill High School and Newport Harbor High School
NEWPORT BEACH, Calif. — Wealth Management Solutions is sponsoring a financial literacy program at Sage Hill High School and Newport Harbor High School as part of their commitment to preparing young adults in the management of their finances in life. Wealth Management...
ReimaginINg How Financial Advice and Services
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Wealth Management Solutions, LLC
4000 MacArthur Blvd, Ste. 600 East Tower
Newport Beach, CA 92660
Office: (949) 475-9700
Fax: (949) 475-9701
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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
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