We are living in unprecedented times, with hourly briefings and updates that cause many of us to panic or at least lose sleep at night. We get it. Life is going to look very different for a while, but thankfully one thing that won’t change is how our team at Wealth Management Solutions is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster, you have us to rely on.
Do your friends and family have this kind of support system?
Guidance In Hard Times
Most of us are at home with our families day in and day out. We’re reminded of the importance of our friendships and other relationships and learning how to be there for each other in creative ways. We know that you are not just concerned about yourself, but also your loved ones.
There is a lot of fear in our world right now, and fear can make people do unwise things with their money. Our goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals.
If you have friends or family members who are in need of financial guidance during this stressful time, we’d love to be there for them like we are for you, analyzing and evaluating their financial picture and sharing solutions to help them stay on track to reach their goals despite market turmoil and economic uncertainty.
We Are Here For Your Friends And Family…Virtually
We want to let you know that we are still working and operating our business…just not in the same way as before. Shelter-in-place or social distancing doesn’t mean you are alone.
If you or your loved ones have any questions or concerns about finances, goals, asset allocation, risk, what the markets are doing, or anything that’s causing financial stress, we are here for you virtually. Contact us any time at (949) 475-9700 or email firstname.lastname@example.org to set up an online appointment.
Richard Riva, the founding partner of Wealth Management Solutions, helps families advance their purpose in the framework of family financial matters. He brings comprehensive experience in banking, trust and investment services, and as an independent financial business, the passion in helping people and families, as a trusted advisor.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
The opinions voiced in this material are for general information only and are not intended to provide specific investment advice or recommendations for any individual.