OUR MISSION STATEMENT
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.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.