Joanne Smith's Contact Details

Joanne Smith's Company Details

WMBC

, California, United States • 1 - 10 Employees
Investment Management

At WMBC we believe that wealth is about well-being. Our Wealth Plans are created from over 40 years of experience, and the latest research in well-being science. Our Wealth Plans explore areas such as: investment management, estate planning, taxation, retirement, life insurance, special family needs and more.Modern society pays huge attention to the state of our finances. Maintaining an ever-growing net worth is considered vital for progress and prestige.However, measuring progress solely in economic terms misses the fact that money is a means to an end, not an end itself. Our Wealth Planning process helps you use money as a tool, without losing focus of the things that really matter: living happy, fulfilling lives.For more information about Wealth Plans and the states in which we are licensed or registered, please visit our website www.wmbc.financialAdvisory Services and Fee-Based Services offered through WMBC, a Registered Investment Advisor | Securities Offered through Triad Advisors, LLC. Member FINRA, SIPC 5155 Peachtree Parkway / Suite 3220 / Norcross, GA 30092 / P: 770-840-7444 | WMBC is a separate entity from Triad Advisors, LLC