Let us help you plan for a secure financial future.
Estate & Wealth Management Services, LLC is an independent, privately-owned company and financial services firm. We have a financial duty, meaning that we are required to always put our clients' interest first.
Our team has decades of experience in financial services and we specialize in retirement, wealth management and financial planning. Together we will work with you to create a comprehensive plan to help you achieve success.
Your are not just a number to us. We get to know you, your goals and your family throughout the years, and we aim to help you realize your dreams by offering creative solutions through an open, transparent and personal advisory process.
We offer a fresh, new way of thinking in our firm's mission with the goal of delivering our clients a care-free retirement and multi-generational wealth. We embrace our duty as a fiduciary, aiming to always act within your best interests.
President | Founder
Kim has devoted her more than 30 years as a financial advisor to helping people plan a comfortableretirement. In fact, she founded Estate and Wealth Management Services with the goal of helpingpeople who are approaching or already in...
Operations & Marketing Manager
Mary Mason has over 25 years of office operations and customer relations experience. Being detail-oriented and passionate about helping others, Mary has always served an integral role for her former employers. Although new to the...