Wealth Management Services of Austin, LLC (WMS) is committed to delivering financial wellness to our clients. This is accomplished through holistic life/wealth planning. Our mission is to assist clients in defining, assessing, and achieving their life and financial goals. As a trusted financial and independent investment advisor, WMS strives to provide clients with advice that is in their best interest.
Clients benefit from our knowledge and experience in the application of leading edge modern financial research to generate investment strategies that match the client's goals. This approach translates into the highest probability of a successful investment experience for them. This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
Clients benefit from our knowledge and experience in the application of leading edge modern financial research to generate investment strategies that match the client's goals. This approach translates into the highest probability of a successful investment experience for them. This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
Services
With seventeen years of investment and financial planning experience and over twenty five years in accounting services, including tax, consulting, business planning, business evaluation, regulatory and management services, John brings extensive knowledge to the issues facing clients. He provides services to a broad range of investment clients having various individual needs.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
We are conveniently located in Central Austin at 901 South Mopac Expressway, Barton Oaks Plaza One, Suite 300. The best way to find us is to use Mopac Expressway and exit FM 2244, (the Westlake Hills Exit). Barton Oaks Plaza One is part of a group of five buildings. When you exit Mopac you will see an IHOP and Texas Land and Cattle Company restaurants on the access road.
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