Wealth Management Strategies, Inc.

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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, we 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.

This week is National Estate Planning Awareness Week.Estate planning is about more than documents. It is also about your...
10/19/2026

This week is National Estate Planning Awareness Week.

Estate planning is about more than documents. It is also about your wishes, the people you care about, who you trust to help make important decisions, and how the different pieces of your financial life work together.

Medicare Open Enrollment begins today and continues through December 7. During this period, people with Medicare can rev...
10/15/2026

Medicare Open Enrollment begins today and continues through December 7. During this period, people with Medicare can review their current health and drug coverage and make certain changes for 2027.

If you are enrolled in Medicare, take some time to review changes to your coverage, prescriptions, providers, costs, and healthcare needs.

Giving yourself time to understand your options can make the process feel much more manageable.


Want helpful financial information delivered right to your mailbox and/or inbox?The Strategic Freedom Report is designed...
10/13/2026

Want helpful financial information delivered right to your mailbox and/or inbox?

The Strategic Freedom Report is designed to keep you informed with educational insights on topics that may matter as you approach or move through retirement.

From financial planning and taxes to investments, protection, and legacy considerations, our goal is to make important topics easier to understand and help you stay engaged with your financial picture.

Subscribe to our Strategic Freedom Report today and stay connected with Wealth Management Strategies. https://www.strategicfreedom.com/subscribe-to-report


Retirement planning involves numbers, but the numbers are there to support something much more personal.How do you want ...
10/09/2026

Retirement planning involves numbers, but the numbers are there to support something much more personal.

How do you want to spend your time?
Who do you want to spend it with?
What experiences, people, and priorities matter most to you?

A meaningful retirement plan starts with understanding the life you are planning for.

Today is World Financial Planning Day.Good financial planning is about more than investments or individual accounts. It ...
10/07/2026

Today is World Financial Planning Day.

Good financial planning is about more than investments or individual accounts. It is about understanding what matters to you, looking at the full financial picture, and helping the different pieces work together.

At the core of the Strategic Freedom Process™ are the 5 Pillars of Holistic Wealth Management:
Financial Planning
Asset Management
Tax Management
Protection Planning
Legacy Planning

Because creating peace of mind often begins with greater clarity.

Tax considerations do not only come up when it is time to file a return.Decisions involving income, investments, retirem...
10/05/2026

Tax considerations do not only come up when it is time to file a return.

Decisions involving income, investments, retirement distributions, charitable giving, and other areas of your financial life may have tax implications throughout the year.

That is why our Tax Trilogy brings together three connected areas:
Tax Advice. Tax Management. Tax Preparation.

Looking at taxes as part of the broader financial picture can help keep important questions from being saved until tax season.

October is National Financial Planning Month, a good reminder to step back from individual accounts and decisions and lo...
10/01/2026

October is National Financial Planning Month, a good reminder to step back from individual accounts and decisions and look at your financial life as a whole.

Financial planning is about more than investments.
It is about understanding where you are today, what matters most to you and your family, what you want the years ahead to look like, and how the different pieces of your financial life work together.

Medicare Open Enrollment begins October 15, but you do not have to wait until then to start getting organized.Beginning ...
09/29/2026

Medicare Open Enrollment begins October 15, but you do not have to wait until then to start getting organized.

Beginning October 1, Medicare encourages individuals to compare their current Medicare health or drug coverage with options for the coming year.

This can be a good time to look at whether anything has changed, including premiums, prescription coverage, providers, benefits, or your own healthcare needs.

Medicare Open Enrollment runs from October 15 through December 7, with coverage changes generally beginning January 1.

Healthcare decisions can be an important part of the retirement picture. Giving yourself time to review your information and understand your options can help make the process feel more manageable.

Medicare coverage decisions depend on individual circumstances. Medicare.gov or an appropriately qualified Medicare professional can provide information about specific coverage options.

Some of the relationships we value most have grown far beyond one generation. Over the years, we have had the privilege ...
09/25/2026

Some of the relationships we value most have grown far beyond one generation. Over the years, we have had the privilege of serving parents, getting to know their children, and in many cases building relationships with grandchildren as well.

It is not simply about how long someone has been a client. It is about earning trust over time, understanding the people who matter to them, and being there as families grow, change, and move through different seasons of life.

When those relationships extend across generations, that is something we are especially grateful for.

A new season can be a good reminder to check in, not just with your calendar, but with your financial life too. 🍂As we h...
09/23/2026

A new season can be a good reminder to check in, not just with your calendar, but with your financial life too. 🍂

As we head into the final months of the year, consider taking a few minutes to ask:

Are there financial decisions I have been meaning to revisit?
Have there been changes in my family, income, expenses, or priorities?
Are my beneficiaries and important documents up to date?
Are there tax-related questions I should address before year-end?
Are there upcoming healthcare or Medicare decisions I need to prepare for?

You do not have to tackle everything at once. Sometimes the most valuable first step is simply identifying what deserves your attention.

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

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