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About Us

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

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Mike entered the financial services industry in 1991 joining MetLife; where he was successful helping families meet their insurance and investment needs. During his time there he earned multiple insurance licenses including those for Property and Casualty, Health and Life Insurance, along with securities licenses from FINRA including series 6, 7, and 66 licenses. Mike also qualified for multiple Leaders Conferences, earned multiple years of membership into the prestigious Million Dollar Round Table and rose to the level of an Agency Manager in addition to earning MetLife's certification as a Financial Planner. After just over 10 years, his client’s needs lead him to leave MetLife and create WMS Group. Mike worked with OneAmerica Securities and later brokersXpress as an independent advisor. Each of these affiliations gave exposure to more certification classes and educational opportunities in financial planning and qualified pension plans.

During this time Mike was able to earn three industry designations, LUTCF (Life Underwriter Training Council Fellow), RFC (Registered Financial Consultant) and CSA (Certified Senior Advisor) to help further his education and abilities to more closely work with and benefit his clients and their unique needs.

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About Us

WMS Group LLC is a fee-only wealth management firm located in Covington, Louisiana.

 

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At WMS Group LLC, we treat our clients with the utmost respect and constantly strive to exceed their expectations.

 

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We want to get to know you in order to help you make the best decisions possible.

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The Smoother
The Better

Avoid Self Destructive
Investor Behavior

Disregard Short Term
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Financial Speed vs
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Financial Missteps

Submitted by Wealth Management Services Group LLC on February 11th, 2019

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

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Pros and Cons of a Reverse Mortgage

Submitted by Wealth Management Services Group LLC on January 14th, 2019

Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a last resort of sorts, depending on your own financial situation, a reverse mortgage may be helpful.

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3 Unique Facts About Roth IRAs

Submitted by Wealth Management Services Group LLC on September 11th, 2017

Thinking about using a Roth IRA to save for retirement? You’re not alone. The Roth IRA has grown in popularity since its introduction in the 1990s.

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Phone: (985) 809-0530
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Email: wmsgroup@advisormike.com

14249 Thompson Rd, Folsom, LA 70433

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