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Bringing Clarity to Complex Situations
 
Bringing Clarity to Complex Situations
 

OUR CLIENTS

Corporate
Executive
Coordinating stock options, deferred compensation and retirement plans provides a peace of mind so you can focus on your responsibilities as a leader.
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Business
Owner
Demands of your business shouldn't keep you from growth of your own wealth. As someone who delegates to professionals you trust, discover how we help business owners at every stage.
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Divorcee
Widow
Unexpected changes in your life can be difficult to consider during and after a life event. We work to provide clarity and confidence so you can feel secure in your financial well-being.
Go To Case Study

Select Families
& Retirees
Wealth is something that provides opportunities. By taking a long term view, we want to help you attain your goals, and retain the assets you have worked so hard to obtain.
Go To Case Study

OUR CLIENTS

Corporate Executive
Coordinating stock options, deferred compensation and retirement plans provides a peace of mind so you can focus on your responsibilities as a leader.
Find Out More

Business
Owner
Demands of your business shouldn't keep you from growth of your own wealth. As someone who delegates to professionals you trust, discover how we help business owners at every stage.
Find Out More

Divorcee
Widow
Unexpected changes in your life can be difficult to consider during and after a life event. We work to provide clarity and confidence so you can feel secure in your financial well-being.
Find Out More

Select Families & Retirees
Wealth is something that provides opportunities. By taking a long term view, we want to help you attain your goals, and retain the assets you have worked so hard to obtain.
Find Out More

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Science of Investing

Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth.

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Financial Planning

Every client is unique and our customized financial planning looks at your situation and how to help you achieve what's most important to you as efficiently as possible.

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Company Retirement Plans

Companies must act as a fiduciary and review fees and investments for their plans on a regular basis. Let us provide fiduciary investment management, insights and reporting the next time you perform due diligence on your plan.

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WHAT WE DO

As a fiduciary financial advisor, Wealth Management Solutions provides fee-only financial planning with an eye for tax savings strategies. Our financial planning strategies are tailored for each client to achieve their lifelong goals.


Science of Investing

Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth.

Learn More

Financial Planning

Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth.

Learn More

Company Retirement Plans

Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth.

Learn More

" You cannot solve a problem on the level it was created. "
You have to rise above it to the next level.

- Albert Einstein

MEET OUR TEAM

David Rosenthal CFP®
Principal / Financial Advisor david@wmsus.com

David Rosenthal CFP®
Principal / Financial Advisor

Joe Vasquez

Joe Vazquez
Financial Advisor

Rebecca Hebert FPQP™CEP®

Rebecca Hebert FPQP™ CEP®
Operations Manager

Jen Shaw

Jen Shaw
Operations Manager

MEET OUR TEAM