What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 1pm

Wealth Management Strategies, Inc.

Home
United States
Rocky Mount, NC
Wealth Management Strategies, Inc.

Wealth Management Strategies, Inc. (WMS) is a holistic wealth management company committed to helping create peace of mind and building lasting relationships.

This is accomplished through our Strategic Freedom Process®. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. While learning the details of your financial picture, we will construct and deliver a customized, written financial plan. Our approach to delivering holistic financial services always starts and ends with you. At WMS, w

e pride ourselves with our 'Three Uniques' The Strategic Freedom Process®, Giving Tax Advice, and Helping Multi-Generational Clients. Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.

06/04/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

06/03/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

06/02/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

05/29/2026

It’s the quiet check-in before a purchase, the boundaries that keep your goals on track, and the awareness that helps you spend with purpose. Small actions can build healthier money habits over time. Start where you are, and remember, paying attention to your finances is a way of caring for yourself.

Sources:
BetterHelp, September 17, 2025
Empower, November 8, 2023
Sumeeta Seeks, 2025
Psychology Today, October 2, 2024

05/27/2026

There's a crossover moment every long-term investor experiences, and it can change how you think about money forever.

It's the point at which your total investment earnings exceed your total contributions, meaning your portfolio is now doing more work than you ever did.

As this chart shows, it doesn't happen overnight. In year 5, earnings are barely visible. But by year 25, earnings have pulled ahead.

The most powerful financial decision you can make isn't picking the right investment. It's staying committed to your strategy long enough to reach that crossover.

05/25/2026

Memorial Day is a time to pay tribute to those who made the
ultimate sacrifice in service to the United States. They will always be
remembered. Wishing you and your loved ones a blessed & peaceful Memorial Day holiday.

05/21/2026

Extended care is one of the biggest wild cards in retirement.
Costs vary by location, care type, and health needs but they’ve all been rising faster than many realize.
These five insights can help you understand what drives costs and why they often catch retirees by surprise.

Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

05/19/2026

Mom taught me that “waste not, want not.”
That grocery lists matter.
That rainy day jars aren't just for spare change; they’re one way she prepared for life's "what ifs."
Whether she balanced the checkbook down to the penny or found creative ways to stretch a budget, many of us carry her financial wisdom with us.
What’s a money lesson your mom shared that still sticks with you?
Drop it in the comments, we’d love to hear what stayed with you. 💬👇

05/14/2026

📢 Stay Informed. Stay Empowered. 📢

Making smart financial decisions starts with having the right information. Our exclusive Strategic Freedom Reports provide insights to help you navigate market trends, tax planning, and wealth strategies with confidence. 💡

🔹 Timely financial insights
🔹 Proactive tax planning tips
🔹 Strategies to protect and grow your wealth

📩 Subscribe today and make informed financial decisions that align with your goals! 👉 https://www.strategicfreedom.com/subscribe-to-report

05/12/2026

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.

The last time a technology shifted this many boardroom conversations at once? Smartphones. And we know how that turned out. Some sectors are all in. Others are barely speaking the word. That gap between the early movers and the quiet ones? It matters for investors.

Address

204 N. Winstead Avenue
Rocky Mount, NC
27804

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 1pm

Telephone

+12524510488

Website

https://www.strategicfreedom.com/

Alerts

Be the first to know and let us send you an email when Wealth Management Strategies, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wealth Management Strategies, Inc.:

Want your business to be the top-listed Finance Company in Rocky Mount?