Wealth Management Systems: WMSI Is Your Partner

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WMSI Is Your Partner

As a consultant, you know the needs of your clients better than anyone. At WMSI, we view ourselves as a resource and a partner to the consultant community, providing rollover solutions to address the needs of all your clients.

WMSI is the leading provider of technology based rollover products and services within the retirement industry. It is our belief that when any participate terminates his or her employment, even with a small balance, it is only logical to facilitate a process that allows the account balance to continue to grow, tax-deferred in a savings vehicle. Our Rollover Solutions Network facilitates this exact process – while simultaneously servicing the needs of everyone in the retirement community from plan sponsors and participants to IRA retailers, TPAs and recordkeepers.

WMSI recognizes the important role you play in evaluating services and solutions on behalf of your clients. Please contact us to learn more about our rollover services as you evaluate the rollover needs of your clients.

We can address your questions or schedule a program review.

Phone
908.333.4089

Email