As a young child I was fascinated with money. I remember putting my change into a coin pouch and my dollar bills into my Snoopy wallet. I would meticulously organize the bills with the highest ones on the inside of the wallet with all of the faces facing out. It was this interest in money that my father helped nurture as we would review mutual fund newsletters together, look up the ticker symbols in the newspaper, and track how our portfolio was doing.
My view of money has changed significantly over the years. As a child I wanted money for the sake of money, now I see money as a means to an end, and not the end itself. Helping my clients manage their wealth is the means to having them achieve their goals. I find it personally rewarding to see my clients succeed financially because I am helping them realize their life goals.
The number one priority at WMS is our clients. I have grown a company emphasizing the highest moral and ethical values which means putting our clients' interests ahead of our own. We are a cohesive team working together with you to help you, our client, achieve your goals and help you live the most rewarding and fulfilling life.
Each member of our team brings a unique skill set to the table and each is committed to providing an exceptional client experience. We provide the highest level of advice in every aspect of a client's financial situation including investment management, retirement, business, tax, and estate planning. We develop a customized comprehensive plan to help our clients achieve their goals and bring clarity to complex situations.
An insight into WMS' company culture is an insight into our relationship with our clients. I encourage a work-life balance and realize we spend much of our day working together as a team. We enjoy an easy going family atmosphere; light hearted, sharing personal experiences, helping each other and sharing in each other's successes. We take pride in our work and, as a team, are dedicated to providing our clients superior advice and service.
I welcome the opportunity to introduce you to our team and have you become the newest member of the WMS family.
David Rosenthal, CFP®
Principal Financial Advisor
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