The younger of the two Swayne's were quite rude when I called in. It's not appreciated when you're looking for help instead you get someone belittling you. The arrogance and the lack of professionalism is why I won't ever recommend these consultants.

WMS did an incredible job helping me rework my investment portfolio to help me get the most back from my financial investments. Thank you!

By working with WMS, I figured out that I am actually eligible to retire a whole year earlier than I previously thought. Thank you so much for your help!

If theres one thing working with WMS has taught me, its how important it is to keep up with financial planning. Thank you for helping me get everything sorted out!

I knew I was in serious need of some financial restructuring, but the task was so daunting that I kept putting it off until a friend recommended WMS. WMS really helped me out, and made the planning process so much more manageable. Thanks!

When our son was born last month, we knew it was time to get our financial paperwork in order. WMS was a huge help during the process, cant thank them enough!

The people at WMS really take their time to look through all of your financial options to put together a plan specifically for you. Thanks for all your hard work!

WMS did a very commendable job helping me troubleshoot my financial situation and assess my current situation to help me plan for the future. Great service, cant recommend them enough.

The Swayne family is wonderful. They helped me go through my old tax returns, and showed me a lot of different ways I can save money in the future. Great service!

Even though Im a bit younger than their typical clients, I used WMS to help me out after I inherited some money from family. They did a great job helping me figure out the best plan for investing it, I recommend them!