CORE VALUES

OUR CULTURAL CORNERSTONES

FAMILY FINANCIAL WELLNESS

We have redesigned and deliver advice and planning focused on extending each client’s purpose beyond their generation.

FIDUCIARY'S CARE

We act as a trustee, helping you manage your assets with the highest ethical standards and individualized solutions. 

Living Life with purpose

We see the future of wealth management dedicated to stewarding clients to living a generous life of their unique purpose.

Our Mission

Safeguarding client’s financial future by planning today

Our Vision

Where faith, compassion, and generosity are core to professional wealth management.

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