EVENTS

Upcoming Events

April is financial literacy month be on the lookout for events soon.

Past Events

Recent Social Media Posts

Welcome To The Team, Melissa!

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...

How My Family Lost Everything

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...

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

info@wms-llc.com

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 WEALTH MANAGEMENT SOLUTIONS, A REGISTERED INVESTMENT
ADVISOR. 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). 

www.finra.org & www.SIPC.org

About LPL Financial