History
MMS Wealth Management focuses on Retirement Planning for Women and Their Families through guidance and honesty. This comprehensive approach to pre-retirement planning as well as those already retired encompass all areas of financial well being. Whether you are looking to maximize income, limit risk, rollover your 401k, tax reduction projections or just looking for a second opinion we stay knowledgeable in all these areas.
Specialties
MMS Wealth Management is a local firm that specializes in an independent holistic approach to financial planning with regards to retirement, tax, and estate planning as well as asset protection and investments. Securities through Trustmont Financial Group, Member FINRA/SIPC. Registered Investment Advisory services through Trustmont Advisory Group, Inc, 200 Brush Run Rd Suite A, Greensburg, PA 15601 Phone 724-468-5665. MMS Wealth Management is not affiliated with Trustmont Financial or Advisory Groups, Inc.