Wealth Management Strategies, Inc.
Financial Service
Why pick this one
Wealth Management Strategies, Inc. integrates retirement, tax, investment, and estate planning through its Strategic Freedom Process® for Eastern North Carolina families.
Best for
- retirement income planning
- tax-coordinated wealth management
- multigenerational family wealth planning
- legacy and estate planning coordination
- insurance planning alongside a broader financial plan
- clients in Rocky Mount or Morehead City
Specialties
- retirement planning
- income and distribution planning
- tax advice, management, and preparation
- estate planning coordination
- legacy and family wealth planning
- insurance planning
- investment management
Certifications
- Chartered Financial Consultant (ChFC)
- Life Underwriter Training Council Fellow (LUTCF)
- National Social Security Advisor (NSSA)
- Certified Financial Fiduciary (CF2)
What makes them different
- More than 30 years serving individuals, retirees, and multigenerational families in Eastern North Carolina
- Strategic Freedom Process® creates a customized written financial plan
- Tax Trilogy integrates tax advice, tax management, and tax preparation
- Serves second- and third-generation client families
- Team includes advisors, client relationship specialists, operations staff, and service associates
- Years in business
- 30
- Serves
- Rocky Mount, Morehead City
Distilled from this business's own website.
Contact & Location
- Address
- 204 N Winstead Ave, Rocky Mount, NC 27804-2225
- Phone
- 12524510488
- Website
- https://www.strategicfreedom.com
- support@wmsnc.com
Services
- holistic financial planning
- wealth management
- retirement planning
- tax planning
- estate planning coordination
- insurance planning
- investment management