Value of an Advisor

Independent financial advisors have the potential to deliver significant value to investors. This framework can be a helpful guide when determining how an advisor’s services and expertise may benefit your financial situation.

Asset Management Solutions is an authorized AssetLock® Personal provider. AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for 401k, 403b, 457b, and TSP plans. It is designed to track and inform users about the progress of their retirement accounts.

Welcome to AMS Wealth Management

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

Ask Us A Question


    The Quadrant Plan

    The Quadrant Plan provides a structured process of allocating your total portfolio based on your unique goals and priorities.

    Learn More

    Our Approach

    The investment landscape has evolved and is becoming more complex. Diligent investment principles are key to building a firm foundation for your portfolio. Our structured investment approach guides the management of all investment strategies offered by our firm. It includes five key principles:

    Recent News

    Uninsurable? Guaranteed Issue Life Insurance may be for You

    For people that have been diagnosed with a terminal illness or ...

    Read more

    Promoting Women’s Equality in Retirement Planning

    Since 1971, the United States has celebrated Women’s Equality ...

    Read more

    5 Questions Expecting Moms Have About Life Insurance

    If you are expecting a child and are considering life ...

    Read more

    Back To School Financial Guide For 2019

    In a recent study conducted by the ‘National Retail ...

    Read more