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How Does an Independent Financial Advisor Benefit You?

How Does an Independent Financial Advisor Benefit You?

By Wealth Management Solutions 

As a fee-only Registered Investment Advisor, we’re committed to providing top-notch service, crafting personalized wealth management plans for each client and their family. Being independent advisors and fiduciaries means we always prioritize your best interests, offering tailored guidance based on your specific needs and goals. 

If you’re thinking about obtaining professional guidance with your finances, here’s why an independent advisor could be the ideal choice to help you establish and manage a successful financial plan for your loved ones. 

Personalized, Unbiased Advice

As independent advisors, the guidance we offer our clients is objective and unbiased because we are not tied to any particular financial company or investment firm. We analyze your complete financial picture, gain an understanding of your life circumstances, dreams, and concerns, and provide advice that fits you. We don’t recommend products to meet quotas. As such, our mission is to help you experience and enjoy the best life possible with the money you have. 

Fee Transparency

Typically, independent wealth advisors operate on a compensation model that is fee-only. This is important because we are not beholden to recommend products that will benefit us financially in any way. “How are you compensated?” should be a question everyone asks their financial advisor.

Wealth Management Solutions, LLC is a fee-only firm, and we do not earn money from any type of kickback or commission for recommending certain securities or investments. With us, you don’t have to wonder what you’re paying or worry about those inherent conflicts of interest.

A Collaborative Team on Your Side

Collaboration with key centers of influence, including CPAs, attorneys, trustees, and family advisors, is integral to our approach as independent advisors. By leveraging the experience of these professionals, we increase our ability to provide comprehensive advice, planning, strategy, and governance in addressing the complex financial affairs of our clients. 

By working closely with CPAs, we are then able to integrate tax planning seamlessly into our clients’ wealth management strategies while optimizing tax-wise decisions. Attorneys also play a crucial role in estate management by assisting us in the professional design and execution of legacy plans that align with our clients’ values. Trustees offer support in asset management, risk management, and income distribution so our clients’ wealth is effectively managed and distributed according to their wishes.

Our unique approach to collaborate with family advisors allows us to meet the specific needs of our clients and their families, while providing concierge services and tailored solutions which include family office management, business consulting, and financial administration. By acting as advisor project managers and overseeing various aspects of financial administration, including accounting, investment advisory, risk management, and household employee management, our clients can receive comprehensive support and guidance in managing their wealth and pursuing their financial goals

We Build Partnerships

At Wealth Management Solutions, LLC, we take pride in understanding our clients’ specific circumstances and make it our goal to foster personal connections with each and every one. This approach allows the advice we provide to align with our clients’ goals. We make every effort to stay updated on any changes in their lives that could impact their financial strategies.

With years of experience, we’ve cultivated a practice built on trust and mutual respect, and we hold ourselves accountable to your best interests. Relying on us to be your advocate on your financial journey offers the reassurance of having a dedicated partner looking out for you. The way we see it, our planning is your future. 

If you’re considering partnering with us to help make your money work for you, schedule a conversation today or contact me directly at (949) 475-9700 or info@wms-llc.com

About Wealth Management Solutions

The story of origin: Wealth Management Solutions was created in 2003, following the personal family tragedy felt by the founding partner of the firm. Richard Riva lost his father unexpectedly and before any legacy planning was done that could have extended his family’s legacy beyond the fourth generation. Our partners and team members all share similar experiences due to a lack of planning for their families and are committed to preparing the next generation with the advice, planning, strategy, and governance to manage company assets, stocks, or inherited wealth. This is why we say: Our Planning; Your Future. 

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. 

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