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Products and Services


  • Full financial Planning including: Money Management, Wealth Preservation Strategies & Retirement Planning*

  • Retirement Plans & Rollovers including: Roth IRAs, 401(k)s, SIMPLE Plans, IRAs and 403(b)s

  • Stocks, ETFs, Mutual Funds, Real Estate Investment Trusts (REITs)

  • Corporate, Municipal & U.S. Treasury Bonds

  • Annuities - Fixed, Variable & Indexed

  • College & Educational Planning including: 529 Plans

Estate Planning Services

  • Last Will and Testament

  • Trust Packages

  • Estate Plan Execution and Funding 


  • Medicare Advantage Plans & Supplements

  • Prescription Drug Plans, Dental Coverage

  • Individual & Small Group Health Insurance

  • Life Insurance including: Term, universal, and whole life; funeral & final expense

  • Accident & Indemnity Policies

  • Disability, Cancer Policies, Long Term Care

  • Property & Casualty Insurance including: Homeowners, Auto, Business Coverage & Umbrella/Liability Coverage

Join our growing list of satisfied client who have come to appreciate our cutting edge technology, and caring, knowledgeable staff

*Wealth Managers, LLC does not provide tax and/or legal advice but will work with your qualified professional.