Independent · Fee-only · Fiduciary
An honest second opinion on your investment portfolio.
We offer a complimentary, no-obligation review by an independent fiduciary advisor. We take a close look at what you own, what you’re paying, and how everything is structured. Then we walk you through it in plain terms. If things look solid, we’ll tell you. If not, you’ll know exactly what to consider next.
- Identify hidden fees in mutual funds, annuities, and managed accounts that may be quietly eroding returns.
- Stress-test diversification across sectors, geographies and asset classes, not just fund names.
- Receive a written summary of findings and clear next steps. No pressure, no obligation.
30+ years
Advising Northshore families
Independent since 2012
Fee-only fiduciary RIA
Folsom, LA
Family-owned & locally rooted
Request your free evaluation
Takes about 90 seconds. We’ll respond within one business day.
By submitting, you agree to be contacted by WMS Group regarding your evaluation. Your information is confidential and never shared. No obligation, no cost.
This evaluation is designed for investors with $200,000 or more in investable assets. Below that threshold, we’re happy to share our research and educational content — see how we can still help.
What you'll receive
A clear picture of where you stand.
01
Cost & fee audit
Every mutual fund, ETF, annuity and managed account comes with costs, some more visible than others. We break them down clearly so you understand what you’re paying and what you’re actually getting in return.
02
Risk & allocation review
We take a closer look at how your portfolio is actually put together, including concentration, overlap between holdings, sector exposure, and whether everything lines up with your goals and timeline.
03
Written recommendations
You’ll receive clear, actionable feedback, not generic advice. If your current setup looks solid, we’ll tell you. If we see concerns, we’ll walk you through them in plain terms.
Meet your advisors
A father and son, working for one client at a time.
WMS Group is a family run, independent firm. That means no outside pressure on what we recommend, no commission driven incentives, and no handoffs to a rotating team. When you work with us, you work with Mike and Andrew. The same people helping you today are the ones who will be there next year, and the years after that.
W. Mike Stewart
Andrew Stewart
Ready for an honest look at your portfolio?
Most evaluations uncover something beneath the surface, a cost you did not notice, a risk you did not intend, or a gap in the structure. The only way to know is to take a closer look.
Prefer to talk first? Call 985-377-6228
Important Disclosures
Wealth Management Services Group, LLC (“WMS Group”) is a registered investment advisor. Registration does not imply any level of skill or training. The information presented on this page is for educational purposes only and is not intended as investment, legal, or tax advice. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal.
The complimentary portfolio evaluation is offered without obligation. Recommendations made during an evaluation are general in nature and any advisory relationship is established only upon execution of a written advisory agreement. The $200,000 minimum reflects the asset level required to implement our investment approach effectively and is not a measure of suitability for any particular individual.
For additional information, please review our Form ADV Part 2A and 2B, Disclosure, and Privacy Policy. Your personal and financial information is held in strict confidence and is not shared with third parties without your consent, except as required by law.
© Wealth Management Services Group, LLC. All rights reserved. · 14249 Thompson Rd, Folsom, LA 70437 · 985-377-6228