Personal Financial Advisory

Not all people who earn money, have business to handle also have the time or skills to manage the money & financial matters as well. OR they know that nobody can do money management, better than a well versed & highly skilled Financial advisor or consultant.

Whether you are an individual or a business, financial services for your financial wellbeing or for your employees and customers is an important part of creating a comprehensive benefits package. Our team of experts has extensive experience in providing personal financial advisory services to help individuals manage their financial well-being.

Our services include:

Financial planning

We help individuals create a comprehensive financial plan that includes budgeting, saving, investing, and retirement planning.

Estate planning

We help individuals plan for the transfer of their assets to their heirs, and ensure that their wishes are carried out in the most tax-efficient manner possible.

Tax planning

We help individuals minimize their tax liability and make the most of their income and assets.

Retirement
planning

We provide guidance and advice on retirement planning, including social security, pension and other retirement benefits.

Investment management

We provide investment management services to help individuals make informed decisions about their investments.

Our team has the knowledge and experience to help individuals across various income levels and financial situations. We pride ourselves on providing customized solutions that are tailored to the unique needs of each client.

At WMSJ, your needs will be met by a personal financial consultant. Who can make sense of numbers and keep your needs in mind while creating a budget. Our financial advisers do more than just offer advice and consultation on how to handle your finances; they also map out your financial future, handling the nitty-gritty details like Discrepancies and revisions so all you see are the final numbers.