Wealth Management Solutions, LLC

Web Site: www.wms-group.net
Location: Hauppauge, NY
Contact: Peter Lawrence
Phone:  631-382-5012

Email:  [email protected]

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Our Services

We serve individuals and businesses in all areas of financial management, including:

Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.  Helping you navigate the complicated financial aid system so as to maximize your eligibility for need-based aid.
Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Estate preservation
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Tax management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.