What We Do And How We Can Help
Imagine your finances as a precision timepiece. You might have all the components in hand, but if you’re not a skilled watchmaker, you’ll struggle to put it together in working order.
This is where Wealth Management Solutions, LLC comes in. Using an independent, comprehensive service approach that we call WMSCare, we help ensure that we’re providing the right services and solutions at every stage of our clients’ financial lives.
Who We Are
Wealth Management Solutions is an independent wealth management firm specializing in providing highly proactive financial management for high-net-worth pre-retirees, with a focus on tax strategies, creating a legacy for their families, planning a fulfilling retirement and pursuing philanthropy.
We offer a range of services that address your financial needs at every life stage. We deliver each service under our WMSCare, a standard ensuring that we consistently address financial issues both known and unknown. WMSCare is a consistent quality service model with a continuous method that enables us to apply timely and appropriate processes tailored to meeting your individual needs.
Who We Serve
To serve our clients in a personalized manner, we have tailored our services to best serve high-net-worth pre-retirees and their families. During this stage of life, our clients face many new needs and concerns, from deciding the right time to retire to determining the legacy they wish to leave to their families.
By integrating tax strategies, estate planning, investment consulting, and retirement planning, we aim to help these individuals and families plan for a fulfilling retirement where they feel confident that their wealth is protected.
Why Clients Choose Us
We believe our clients recognize how much we care about their future. Our priority is helping clients take care of themselves and their family. We want to learn more about their personal situation, identify their goals, and understand their tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Along with transparency and communication, we believe clients appreciate our efficiency. Technology powers much of our work behind the scenes—and for our tech-savvy clients who enjoy using leading-edge tools, we offer multiple options for account management and monitoring.
How We Can Serve You
As your life unfolds, your financial needs evolve. Different assessments, strategies, and goals are appropriate in different life phases—so our WMSCare process is designed to deliver the most appropriate solution at every financial stage of life.
From investment management to estate planning, we have a wide range of services designed to address your short and long-term needs. In all that we do, we want to provide you with the highest confidence that you have the right strategy and can pursue your goals with our help and guidance.
If you’d like to learn more about our WMSCare approach and services, contact us for a complimentary consultation by calling (949) 475-9700 or emailing firstname.lastname@example.org.
Richard Riva is the founder of and wealth advisor at Wealth Management Solutions, LLC, an independent financial services firm based in Newport Beach, California. For more than two decades, he has specialized in managing the complex financial matters that affect high-net-worth individuals and their families. He strives to serve as a trusted advisor and fiduciary, helping clients build a strong financial plan that allows them to live an abundant, complete and distinctive life. Learn more about Richard by connecting with him on LinkedIn or emailing email@example.com.
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
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
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THE FINANCIAL CONSULTANTS AT WEALTH MANAGEMENT SOLUTIONS ARE ALSO REGISTERED WITH AND SECURITIES
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