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Our Mission

At Wealth Management Strategies, Inc. (WMS) we help individuals and families create peace of mind by building lasting relationships through Holistic Wealth Management. Our mission is to provide clear, thoughtful financial guidance that supports confident decision-making today and for generations to come.

We accomplish this through our Strategic Freedom Process®, a personalized planning approach that begins with listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. By gaining a complete picture of your financial life, we are able to design and deliver a customized, written financial plan tailored specifically to your needs and priorities.

Our holistic approach to delivering financial services always starts and ends with you. Offering a strong combination of over 30 years of experience and professional client services, our dedicated team of professionals will fully evaluate your situation, to develop integrated strategies that align investment management, retirement planning, income and distribution planning, tax planning, and family wealth planning. Through ongoing communication and proactive guidance, we keep you informed on economic trends, tax law changes, and estate planning updates, helping you stay prepared, confident, and focused on what matters most.

Testimonials

Meet Our Team

Marie Engrassia

Marie M. Engrassia

Director of Agency Operations

+12524510488

252-451-0487

Jessica Horne

Jessica Horne

Marketing & Client Experience Coordinator

+12524510488

252-451-0487

Angela Dunbar

Angela Dunbar

Client Relationship Specialist

252-451-0488

252-451-0487

Melisa Haccoun

Melisa Haccoun

New Business & Client Service Associate

252-451-0488

252-451-0487

At Wealth Management Strategies, we pride ourselves with our 
'Three Uniques'

The Strategic Freedom Process™

Tax Trilogy

Helping Multi-Generational Clients

Subscribe To Our Strategic Freedom Report

Stay Ahead, Stay Informed! Subscribe to our Strategic Freedom Report featuring thoughtful updates on the latest economic news, essential tax law updates, and crucial estate planning topics. Designed to support clarity, confidence, and long-term planning. Subscribe today to stay connected to the information and knowledge that matters most.

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Our Strategic Freedom Process™

How we use the Strategic Freedom Process™ to Serve You

1. The Starter Session™

Helps you to assess your current situation and clarify your goals, both personal and financial

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2. The Discovery Experience™

Develop a financial roadmap and organize financial affairs

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3. The Financial Confidence Builder™

A series of planning sessions to help you develop a plan to achieve your financial goals

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4. The Strategic Freedom Plan™

A detailed roadmap outlining the strategies, tools, and a course of action to implement your plan

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5. The Strategic Freedom Toolbox™

Professional resources and strategies to ensure the successful implementation of your goals

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6. The Freedom Expander™

Regular reviews of your progress to keep you on track towards your goals

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Upcoming Events

Celebrating 25 Years of Trust&#160;&#38; Service<br/>

Celebrating 25 Years of Trust & Service

(2000–2025)
πŸŒŸπŸŽ‰This year, WMS proudly celebrates 25 years of trust and service, marking a quarter-century of commitment to our clients and community. Since our founding in 2000, we’ve grown into a trusted partner in financial planning, consistently delivering innovative solutions and exceptional service. We owe this milestone to our loyal clients, dedicated team, and strong values. Join us in celebrating this remarkable journey as we continue to plan for a prosperous future together!πŸŽ‰πŸŒŸ

The Value of a Holistic Advisor


The Value of a Holistic Advisor

The Value of a Holistic Advisor

How We Do It: Holistic Planning combines investment advising, retirement planning, and tax management under one roof. When you partner with Wealth Management Strategies, Inc., you get a team who educate and collaborate with you to craft a plan that reflects your unique wishes and needs. Watch this video to learn more about the value of working with a holistic advisor

The Bucket Plan® & The Money Cycle

How We Use The Bucket Plan® To Serve You: A strategic, structured approach to bucketing assets for today's financial dangers and challenges. The old way of investing for retirement was to keep a little pile of money at the bank and the rest of your money in a bigger pile of money in investments and hope that it would last a lifetime.

However, today market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover their many needs throughout the duration of retirement. For this purpose, we have developed The Bucket Plan® philosophy to segment money into three different buckets based on your investment time horizon, volatility tolerance and income needs.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Want to develop your customized Bucket Plan?

Want to develop your customized Bucket Plan?

We create strategies that are tailored to your needs and goals.

Get Your Free Guide Now!
How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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Questions? Comments?

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