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Proactive Tax Planning - 05/05/2021

 

First Quarter Newsletter - 04/16/2021

 

Welcome to 2021 Newsletter – 01/04/2021

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Locations

Wealth Management Strategies

 

204 N Winstead Avenue
Rocky Mount, NC 27804

 

4097-B Bridges Street
Morehead City, NC 28557

Contact Info

P | 252-451-0488
F | 252-451-0487
E | support@wmsnc.com

 

   

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA"), an SEC registered investment advisor with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Wealth Management Strategies Inc. and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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