WMS-CARE

Our Unique Service Promise to our Clients

Managing a business, family, life, and wealth is both daunting and rewarding. We believe our unique service process enhances our clients’ ability to manage their wealth with purpose.

WMS-Care; Our enhanced management process of professionally integrating: The four cornerstones of managing wealth with purpose: The pillars of wealth management: The experts and resources necessary in complementing a family board of advisors: The investor’s stage of delivering services on the client’s path.

 

Important to a family is the advice they receive, the planning they do, the governance they employ, and the strategies they deploy. Our people deliver each of these core needs within our WMS-Care commitment.

 

We walk alongside our clients throughout their lifetime of events in investor stages and deliver our comprehensive wealth management services for improved outcomes.

We deliver the Pillars of Wealth Management in addressing risk, asset management, tax planning, estate management, cash management, income distribution, philanthropy, and concierge services unique to each client.

Our multidisciplinary team of experts and well-capitalized strategic partners enhance our extensive resources for the professional management, integration, and mentoring of our clients’ wealth and legacy.

FAMILY OBJECTIVES

Important to a family is the advice they receive, the planning they do, the governance they employ, and the strategies they deploy. Our people deliver each of these core needs within our WMS-Care commitment.

INVESTOR STAGES

We walk alongside our clients throughout their lifetime of events in investor stages and deliver our comprehensive wealth management services for improved outcomes.

PILLARS

We deliver the Pillars of Wealth Management in addressing risk, asset management, tax planning, estate management, cash management, income distribution, philanthropy, and concierge services unique to each client.

PEOPLE & PARTNERS

Our multidisciplinary team of experts and well-capitalized strategic partners enhance our extensive resources for the professional management, integration, and mentoring of our clients’ wealth and legacy.

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

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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). 

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