At WMS Wealth Management, we provide a wide range of services to meet all your financial planning needs. Our services include Wealth Management, Philanthropy, Boutique Financial Solutions, Comprehensive Financial Planning, and 1031 Exchange Solutions. Whether you're looking to grow your wealth, manage your investments, or engage in philanthropic endeavors, our advisor is here to guide you every step of the way.

Yes, WMS Wealth Management proudly serves clients Nationwide. Currently, WMS services clients in Washington, Oregon, California, Idaho, Montana, Arizona, Nevada, Alaska, and Hawaii. Our experience in these areas allows us to provide insights and strategies that are particularly relevant to the financial landscapes of these communities. No matter where you are in the United States, our team is ready to assist you with your wealth management needs.

Getting started with WMS Wealth Management is easy. Contact us through email, phone number, or fill out our form on our website to schedule a consultation with one of our financial planners. During this initial meeting, we'll discuss your financial goals, assess your current situation, and develop a tailored plan to help you achieve your objectives. Our team is dedicated to providing you with the guidance and support you need to secure your financial future.

At WMS Wealth Management LLC, we approach 1031 Exchanges differently. As a Washington State Registered Investment Advisor (RIA) with a fiduciary responsibility, our only priority is you—the investor. Unlike traditional broker-dealers who earn high embedded commissions on DST (Delaware Statutory Trust) offerings, we charge a simple flat fee, regardless of the size of your exchange.

Here’s how that benefits you:

No High Commissions

DST offerings often come with commissions of 6–10%, built into the price of the investment. These costs eat into your equity and reduce the portion of the property you actually own.

WMS waives these commissions—because we don’t accept them. Instead, you pay a flat fee from your exchange proceeds.

More Equity = More Ownership

Because those commission costs are removed, more of your money goes directly into the DST investment. That means:

• Greater ownership share in the underlying real estate

• Higher monthly income distributions based on your increased equity

• More long-term appreciation potential

Fiduciary Alignment

As a fee-only fiduciary, we are not motivated by commissions, so our interests are fully aligned with yours. We recommend DSTs based solely on what's best for your financial goals—not based on payout incentives.