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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 1pm

Wealth Management Strategies, Inc.

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Rocky Mount, NC
Wealth Management Strategies, Inc.

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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.

10/28/2026

A financial plan should not feel like something that only your advisor understands.
You should feel comfortable asking questions, understanding why decisions are being considered, and knowing how the different pieces of your financial life fit together.
Education is an important part of the way we serve families because clarity can help make financial conversations feel much more approachable.

10/26/2026

Helpful financial information should be easy to understand and relevant to where you are in life. The Strategic Freedom Report brings educational insights on retirement, taxes, investments, protection, legacy planning, and other topics directly to your mailbox and/or inbox. It is one more way we help families stay informed and connected.

10/23/2026

Happy Birthday, Anthony! 🎉

Today we are celebrating Anthony and the care, knowledge, and dedication he brings to the Wealth Management Strategies team and the families we serve.

We are grateful to have him as part of the WMS family and hope you will join us in wishing him a very happy birthday and a wonderful year ahead!

10/21/2026

The final months of the year can be a good time to take stock of anything that may still need your attention.

Taxes, beneficiaries, charitable giving, retirement distributions, healthcare decisions, and other financial items may be worth reviewing before the calendar turns to a new year.

You do not have to tackle everything at once. Start by identifying what deserves a closer look.

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.

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.

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

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.

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.

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.

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

https://www.strategicfreedom.com/

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