Wealth Management Solutions

Focus On What Matters Most

Financial planner in Columbus, OH (show on map)

5.0

★★★★★

2 reviews

We'll help you reach your financial goals so you can take care of the rest.

Call (614) 942-1300

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About

Wealth Management Solutions, LLC has been providing comprehensive financial planning services to individuals, families and business owners since 2005. With an office in Columbus we have an experienced team of advisors available to assist with all of your financial service needs.

Our holistic approach and innovative structure offers our clients a complete team of financial specialists so that all resources you may need are available. We offer the following services: Comprehensive Financial Planning, Investment Planning & Asset Allocation, Estate Planning, Education Planning, Retirement & Long Term Care Planning, Life, Health & Disability Insurance, Business Owner Planning, Employee Benefits, Corporate Executive Planning, Employer Sponsored Retirement Plans. At Wealth Management Solutions, we are dedicated to helping you: Identify your goals, Analyze your current program, Develop a financial plan based on your needs, Implement customized solutions, Provide ongoing service & review. The key to our success and yours is our team approach. We have a staff of advisors who have the knowledge, experience and sophisticated support systems you need to choose the right financial strategy. Best of all, we have never lost sight of one essential element- YOU!

Team approach with diverse backgrounds

Comprehensive service offering

Personalized attention from planning to execution

Services

Comprehensive Financial Planning

Full-service personal, confidential, customized financial planning tailored to individual needs.

Holistic approach Team of specialized advisors Ongoing service & review

Investment Planning & Asset Allocation

Strategic management of investments to align with risk tolerance and goals.

Asset allocation strategies Diversified investment options

Estate Planning

Planning to manage personal affairs during life and control wealth distribution after death.

Will and trust preparation Probate avoidance strategies Tax minimization techniques

Insurance Planning

Designing insurance coverage to protect against financial risks.

Life, health, and disability insurance Long-term care insurance Risk assessment and mitigation

Retirement Planning

Developing strategies to accumulate and manage funds for retirement.

Retirement income projections Tax-efficient withdrawal strategies Long-term care considerations

Credentials & Certifications

ChFC®

RICP®

CFP®

CMFC

Reviews

Rating

★★★★★

Reviews

"I'm pleased with how my finances have been handled, Great company!"

Frequently Asked Questions

What is the firm's approach to financial planning? +

We offer full-service personal, confidential, customized financial planning with a holistic approach and a team of specialized advisors.

How does the firm handle estate planning? +

Estate planning at Wealth Management Solutions involves managing personal affairs during life and controlling wealth distribution after death, including wills, trusts, and tax minimization.

What types of insurance does the firm provide? +

The firm offers life, health, disability, and long-term care insurance, with risk assessment and mitigation strategies.

How does the firm assist with retirement planning? +

Retirement planning includes setting goals, estimating savings requirements, selecting investment vehicles, and implementing tax-efficient withdrawal strategies.

What is the team's philosophy? +

The team believes in a client-first approach, emphasizing education, personalized service, and a proactive strategy to achieve financial goals.

How does the firm ensure data protection? +

The firm complies with the California Consumer Privacy Act (CCPA) and provides a link to safeguard personal information.