WMT FINANCIAL SERVICES is a full service financial services firm providing financial planning services to individuals and business owners with a primary focus of providing proven solutions to clients' specific financial problems.

How We Serve Clients

• We contact them frequently through face to face meetings, phone calls and email.
• We listen to what they have to say, trying to understand their problems and concerns and helping them to prioritize and achieve their financial goals.
• We bring them a full range of solutions, not just investments to their financial lives.
• We always place their interests first. 

Why a CPA Financial Planner?

CPAs who provide personal financial planning services are able to combine their financial savvy and professional integrity in developing the creative planning strategies you need for financial peace of mind.

A good CPA financial planner will review your entire financial life, including your current investments, insurance policies and employment benefits.  The planner can help you budget, manage debt, plan for both death and taxes and find the right insurance, as well as help you with your investments.  Thie planner may manage money for you, or make recommendations for you to carry out.

The CPA financial planner will be acting as a fiduciary by putting your interests first, disclosing any conflicts of interests that may affect his or her decisions, and how they will be paid.