Wealth Management Consultants, Inc.
Managing Wealth for Generations
Wealth Management Consultants, Inc. (WMC) provides fee-only financial counseling to corporate executives, wealthy individuals and family business owners internationally. For over 26 years, our consultants have provided a broad range of sophisticated financial and investment advice in the following areas:
- Assessment of Personal Net Worth
- Long-Term Financial Security Analysis
- Compensation and Employee Benefit Analysis
- Income Tax Planning
- Cash and Debt Management
- Investment Strategy and Asset Allocation
- Money Management
- Wealth Transfer and Estate Planning Strategies
- Charitable Gift Planning
- Insurance Review
- Family Business Strategic Issues
- Family Retreats
Our Philosophy
We empower each client in the management and enjoyment of their wealth and ensure that their financial success and values are passed to future generations. We continuously assess the client's needs and desires for themselves and their families. These needs and desires can only be addressed through a comprehensive review of each client's current and long-term situation, the development of a unique strategic action plan, and periodic monitoring to determine that each client's specific objectives are being achieved.