Wealth Management Strategies, Inc.
Financial Advisor
Why pick this one
Wealth Management Strategies, Inc. provides written holistic financial plans and has served Eastern North Carolina families for more than 30 years.
Best for
- retirement planning and income distribution
- tax-coordinated wealth management
- estate and legacy planning
- insurance planning integrated with a broader financial strategy
- multigenerational family wealth planning
- clients in Rocky Mount or Morehead City
Look elsewhere if
- checking accounts, consumer loans, or other conventional banking products
- urgent financial needs requiring emergency or same-day service
Specialties
- retirement planning
- income and distribution planning
- tax advice, management, and preparation
- estate and legacy planning
- insurance planning
- investment management
- family wealth planning
Certifications
- Chartered Financial Consultant (ChFC)
- Life Underwriter Training Council Fellow (LUTCF)
- National Social Security Advisor (NSSA)
- Certified Financial Fiduciary (CF2)
What makes them different
- The Strategic Freedom Process creates a customized, written financial plan
- The Tax Trilogy integrates tax advice, tax management, and tax preparation
- The firm serves second- and third-generation families
- The firm has served individuals, retirees, and multigenerational families throughout Eastern North Carolina for more than 30 years
- The firm maintains offices in Rocky Mount and Morehead City
- Years in business
- more than 30 years
- Serves
- Rocky Mount, Morehead City
Distilled from this business's own website.
Contact & Location
- Address
- 4907 Bridges St, Morehead City, NC 28557
- Phone
- 2524510488
- Website
- https://www.strategicfreedom.com/
- support@wmsnc.com
Services
- holistic wealth management
- personalized financial planning
- retirement planning
- investment management
- tax planning
- estate planning
- insurance planning