WMS Group LLC is a fee-only wealth management firm based in Covington, Louisiana. With over 30 years of experience in the financial services industry, the company is dedicated to providing professional support, education, and informed guidance to its clients. Led by Mike, a seasoned financial advisor with multiple insurance licenses and securities licenses, WMS Group LLC offers a range of services including insurance and investment solutions, financial planning, and qualified pension plans.
Committed to exceeding client expectations, WMS Group LLC believes in getting to know each individual in order to help them make the best financial decisions possible. With a focus on common-sense approaches and avoiding self-destructive investor behavior, the firm aims to provide personalized strategies that align with clients' unique needs and goals. Through continuous education and industry certifications, WMS Group LLC ensures that its advisors are equipped with the knowledge and expertise to deliver exceptional wealth management services.
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