< Back to Blog

WMS Sponsors Sage Hill High School and Newport Harbor High School

NEWPORT BEACH, Calif. — Wealth Management Solutions is sponsoring a financial literacy program at Sage Hill High School and Newport Harbor High School as part of their commitment to preparing young adults in the management of their finances in life.

Wealth Management Solutions provides the care, guidance, and course corrections for successful family business owners and their heirs that need a chief financial officer to manage their finances and investments with purpose. WMS knows that a client’s legacy continues through their children and it is important for them to be ready to face life with confidence.

“One of our core values as a firm is to have the next generation be fully functional in addressing the use of money and be able to develop strategies designed to build wealth for themselves and successive generations,” said Martin Lombrano, Partner and Wealth Advisor of WMS.

The two schools have selected Ramsey Solutions Foundations in Personal Finance as the provider of the curriculum for teaching financial literacy to students. Ramsey Education is a division of Ramsey Solutions. For more information about the curriculum, go to https://www.ramseyeducation.com/.

About WMS

Wealth Management Solutions is committed to preserving your family’s legacy by providing financial literacy to your heirs today. For more information, visit wms-llc.com.

The financial consultants at Wealth Management Solutions are also registered with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Wealth Management Solutions, a registered investment advisor.  Financial Advocates Investment Management, Financial Advocates, Wealth Management Solutions, and LPL Financial are separate entities.

RELATED THOUGHTS

Blog

Mastermind Collective: A Conversation with Greg Reese

We have the Mastermind Collective to be a family board of advisors for our clients. Greg Reese is a tax expert and we’ve worked closely together to solve a number of challenges for our clients.

ReimaginINg How Financial Advice and Services are Designed and Delivered

Scroll to Top