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Welcome to Wealth Management Consultants, LLC.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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We Are Here For You

Wealth Management Consultants is a full service fee-based financial planning and investment* management firm. We assist clients throughout the U.S. who want objectivity without any product/sales influence.

Our highest priority is to create value and guide financial independence for our clients by offering the following comprehensive services:

  • Complete financial planning
  • Portfolio analysis
  • Asset Allocation design
  • Investment management*
  • Stock Option Planning
  • Estate planning
  • Retirement planning
  • Tax planning
  • College funding strategies
  • Educational seminars

Your Road-Map To Endless Horizons

We recognize that our clients lead active and complex lives. They understand that managing their financial life is more complicated and time-consuming than ever before. They acknowledge that working with specialized financial planning and investment professionals strive to provide them with a level of confidence and independence. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you to explore our web-site, to call us toll-free or to email us. We look forward to discussing your personal needs and how we might provide financial planning and investment advisory services support to you.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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