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Monday 8:30am - 4:30pm Tuesday 9am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 9am - 4:30pm Friday 8:30am - 4:30pm

Wealth Management Solutions LLC

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Logansport, IN
Wealth Management Solutions LLC

At Wealth Management Solutions our passion for planning starts with you. Custom solutions to help protect, enhance and fulfill the life you desire to live.

Passion for Planning

Don’t you want a financial plan with a purpose? Having money doesn’t do anything for anyone – solutions are what matter. We believe that by making the most of what you have, you’ll be able to get more out of what’s to come. At Wealth Management Solutions, our passion for planning starts with you. We’ll help you connect with the purpose of your wealth and discover how it can

support your goals and dreams. Your custom solutions will help protect your family, enhance your future and fulfill the life you were meant to live. People Who Care

We believe helping people is the most rewarding part of our work. Yes, we offer financial planning, life insurance and investments, but you’ll get so much more than that. You’ll get a team of people who care. You are what matters most to us. We not only take the time to get to know you, but we also make an effort to educate you and explain all of your options. It’s not about providing exceptional service; it’s about creating a lasting relationship. Whether you’re saving for college, preparing for retirement or planning your estate, you need more than money. You need solutions. Let Wealth Management Solutions show you the way.

04/06/2026

April has us caught in that seasonal in-between. Some of us are soaking up every sign of spring, while others are already dreaming of summer days.

So, we’re curious which camp you are in. Are you savoring spring or wishing for summer?

🌸Vote savoring spring
☀️Vote wishing for summer

Drop your pick in the comments. We’re curious to see which one takes the win this month!

04/01/2026

It’s April Fools' Day. And while we won’t be celebrating with any practical jokes, we couldn't let today pass without sharing a joke.

We hope that it brought a smile to your face like it did ours — and that you manage to make it through the day without being surprised by any “foolish” pranks!

On a more serious note, if you have any questions or needs, know that we are here to help. Give our office a call anytime.

03/30/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

03/20/2026

Is your credit working for you or against you? In honor of National Credit Education Month, we’re breaking down the credit basics everyone should know. Swipe through for helpful reminders.

Understanding your credit is the first step in making it work for you, not against you. If you’d like to schedule a time to talk about how credit fits into your wealth management goals, give us a call. We are here to help.

03/16/2026

With St. Patrick’s Day on March 17th, we’ve been thinking about all the little signs of good fortune we encounter. Two symbols of luck that came to mind for us were finding a rare four-leaf clover or having a butterfly land on you.

Each one can feel like a small moment of magic, but we’re curious which one says “good luck” to you:

🍀Vote four-leaf clover
🦋Vote butterfly landing

Share your pick in the comments, and let’s see which lucky charm wins this month!

03/13/2026

March is often seen as the month of momentum, since the days are growing longer, spring is just around the corner, and many of us are gearing up to end the quarter strong. But if you're feeling stuck in the final stretch, you're not alone.

Progress isn’t always linear. Sometimes, the final push requires the most focus, energy, and perseverance. It's in those last steps that the real magic happens.

So if you're closing in on the finish line this month, don’t slow down now. You've come this far for a reason. We’d love to know: What project or goal are you committing to finishing strong this March? Feel free to let us know in the comments!

03/11/2026

As we step into March, we're reminded that this month is all about movement — winter is fading, spring is on the horizon, and it’s the perfect time to reset and refocus.

Progress doesn’t always need to be fast. What matters most is that you keep going. Here’s to finding your balance and making meaningful strides all month long.

How are you keeping your momentum going this March? We’d love to hear in the comments!

03/09/2026

Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe for a breakdown of the basics.

Ready to take the next step in your investment journey? Contact our team today.

03/06/2026

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The good news amid all of that lost sleep? We will get an extra hour of light at the end of the day. As winter comes to a close, that’s something worth cheering!

Something else to celebrate? Getting your “ducks” in a row ahead of spring. Reach out if we can be of assistance!

03/05/2026

I’ve learned something over the years working as a financial advisor: it’s never really about how much money you have—it’s about having someone you trust to help you make the most of it.

I’ve sat with people just starting out, people rebuilding, and people who’ve been investing for decades. What they all have in common is the desire to feel confident about their future. That’s where I come in. My job isn’t to judge where you’re starting from; it’s to walk with you, help you avoid the pitfalls, and build a plan that actually feels doable.

If you’ve ever felt unsure about your next financial step or even wondered whether you “have enough” to work with an advisor, I promise—you do. And I’m always here to help you move forward, one smart decision at a time.

03/04/2026

March is full of fascinating moments that pushed boundaries, broke barriers, and even left the solar system. Here are a few standout historical milestones we’re reflecting on this month:

🚀 March 2, 1972 - NASA launched “Pioneer 10,” the first spacecraft to travel beyond the asteroid belt and send back close-up images of Jupiter. It eventually became the first manmade object to leave the solar system.

🪥 March 14, 1833 - Lucy Hobbs, the first woman to become a licensed dentist in the U.S., was born. A true trailblazer, she used her platform to advocate for women’s rights and left a legacy that opened doors for future generations.

✏️ March 30, 1858 - H***n L. Lipman patented the first pencil with an attached eraser. Simple, yet revolutionary, this tiny invention changed how we learn, create, and take notes to this day.

Which of these moments inspires you the most? Let us know in the comments!

03/02/2026

March marks the start of spring and a season full of fresh starts and new growth. That’s why, this month, we’re celebrating fresh starts for shelter cats thanks to a record-breaking act of kindness from the readers of “Woman’s Weekly” magazine.

In the magazine’s biggest community project yet, thousands came together to knit and crochet handmade woolen mice for shelter cats across the U.K. They created over 46,000 toys and broke a Guinness World Record in the process!

These cozy creations are now bringing comfort and enrichment to cats in more than 300 rescue centers, helping them feel safe and loved as they wait for their fresh starts. Read the full story here: https://www.goodnewsnetwork.org/46000-knitted-mice-donated-to-rescue-cats-sets-guinness-record/

Address

531 W Market Street
Logansport, IN
46947

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	9am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+15747224249

Website

http://www.wealthmgmtsolutions.com/

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