TOP 30 Legacy planning expertise in Pottstown, Pennsylvania

Wealth Management Solutions, LLC is a financial institution located at 300 North Pottstown Pike, Exton, Pennsylvania, United States. Specializing in accounting, finance, insurance, and legal services, WMS helps families find peace with their finances by offering individualized solutions and a no-quit attitude. With a team of experienced professionals, including Certified Financial Planners and a Chartered Financial Analyst, WMS provides strategic investment management strategies tailored to each client's evolving goals. From retirement planning to tax minimization strategies, estate planning, education expense plans, and risk management, WMS offers comprehensive services to help clients navigate the complexities of financial planning. With over $360 Million in assets under management and a fiduciary promise, WMS has earned the trust of hundreds of families. Senior financial advisor Adam, a Certified Financial Planner with expertise in tax planning, works with clients to achieve their financial goals. Melinda, with nearly 8 years of experience in the Wealth Management Industry, brings her passion for cultivating relationships to assist clients with their wealth management needs. Outside of work, both Adam and Melinda enjoy spending time with their families and engaging in various outdoor activities.

At SCORE TriCounty, we are dedicated to fostering the growth and success of small businesses and aspiring entrepreneurs. Our team of mentors comprises experienced entrepreneurs, corporate managers, and executives from a diverse array of industries and specialties. These experts volunteer their time and knowledge to provide free and confidential mentoring, as well as low-cost or no-cost business training. Our resources include numerous templates and tools designed to help small business professionals start, develop, and grow their ventures. Our Services: