Broker Check

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

The Strategic Freedom Process®

Giving Tax Advice

Helping Multi-Generational Clients

Our Mission

Wealth Management Strategies, Inc. (WMS) is a holistic planning company committed to helping you develop strategies so you can enjoy greater personal and financial opportunities in retirement. This is accomplished through our Strategic Freedom Process®. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. While learning the details of your financial picture, we will construct and deliver a customized, written financial plan.

Our approach to delivering holistic financial services always starts and ends with you. Offering a strong combination of over 30 years of experience and professional client services, our team of professionals will fully evaluate your situation, preparing personal solutions that integrate tax planning, income and distribution planning, retirement, investment, and family wealth planning. With regular client communications we keep you informed on economic news and appropriate tax law and estate planning rule updates.

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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Annual Holiday Open House

Annual Holiday Open House

Annual Holiday Open House

December 12th & 14th

๐ŸŽ…๐ŸŒŸ Celebrate the holiday season with us at our joyful annual holiday open house event! ๐ŸŒŸ๐ŸŽ„ Capture the magic of the season with complimentary photos alongside Santa Claus, creating cherished memories for years to come. Don't miss this opportunity to make the season bright! ๐ŸŽ๐ŸŽ‰

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 Value of 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.

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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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!
When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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How We Use Riskalyze To Serve You

How We Use Riskalyze To Serve You

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.

Testimonials

Meet Our Team

Carolyn Jackson

Carolyn Jackson

Client Relationship Specialist

252-451-0488

252-451-0487

Jessica Horne

Jessica Horne

Marketing Coordinator

252-451-0488

252-451-0487

Christie Bryant

Christie Bryant

Client Services Representative

252-451-0488

252-451-0487

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