Wealth Management International, Ltd.

Wealth Management International, Ltd. (WMI) is a Registered Investment Advisor offering fee-only, proactive, investment advisory services for investors with over $250,000 of investable assets. WMI is a non-custodial Registered Investment Advisor. Client assets are always held in the clients’ names. WMI uses two independent custodians; TD Ameritrade and Constellation Trust Company.

Strategic Tax Planning, LLC

Our affiliated company, Strategic Tax Planning LLC (STP), provides tax consulting and preparation services primarily for WMI clients. STP also offers estate and death distribution planning services for WMI clients and for others. STP also provides risk management through Life Insurance, Disability Insurance, Long Term Care Insurance and Identity Theft resolution services. We also offer a variety of Fixed and Fixed Index Annuities for those who want a portion of their assets in programs to protect their principal.

Focusing on Our Clients' Needs

WMI has helped thousands of people throughout the United States and abroad since 1989. We bring together a boutique team of advisors that include Certified Financial Planners (CFPs), Chartered Financial Analyst (CFA), Certified Public Accountants (CPAs), Enrolled Agents (EAs), and Certified Legal Document Preparers (CLDPs). Collectively, we have over 200 years of experience in solving our clients’ financial objectives.

Beyond solving our clients’ financial objectives, we strive to help our clients find “financial peace of mind.” We attempt to create a feeling of being part of an extended family. Rather than focusing solely on clients’ Return On Investment (ROI); we also stress the importance of Return On Life (ROL). Through our holistic approach to Wealth Management we are on a quest to help enrich our clients’ lives.