Skip to main content
menu

Strategy Call     Starter Session     Client Login

  • Home
  • About Us
  • Solutions
  • Resources
  • Events
  • Contact

Newsletters

May Volatility Newsletter – 05/12/2022

 

1st Quarter Newsletter – 04/13/2022

 

Q1 Tax Report – 02/16/2022

 

Market Volatility – 02/01/2022

 

Welcome to 2022 Newsletter – 01/04/2022

Complimentary Book

The Bucket Plan Book

Request Your Complimentary Copy of The Bucket Plan Book Today:

Subscribe to our Newsletter!

Subscribe Now

Locations

Wealth Management Strategies

 

204 N Winstead Avenue
Rocky Mount, NC 27804

 

4907-B Bridges Street
Morehead City, NC 28557

Contact Info

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

 

   

Get in Touch

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.

© 2022 Wealth Management Strategies, Inc. All rights reserved.