Company

Our Story

Wealth Management Services was founded in 1996 by Tom, a couple years later he then partnered with Jeff, and the two of them brought on Beth in the next couple months after that. By 2000, the core of the company were all here working together and have been ever since. We moved to Hershey in the early 2000s where we continued our long, and proven history of helping clients achieve their goals through holistic financial planning, a defined and transparent strategy, and always being available to those clients who have decided to be a part of the story along the way and for years to come. We have worked with thousands of great people, in all stages of life, and there's nothing we haven't seen in that time as we have evolved and grown with our clients. Fast forward to late 2019, we brought on two additional advisors, Kerin Foley and Eddie Thomas. They came on knowing and striving to make the next 25 years just as good as the first 25 for our current and future clients. We are looking forward to staying around for a while and helping a lot of great people along the way.

Making It Easier

Thinking of your finances can be complicated. We are here to help take those complications out of the equation. We want to make it easy to talk to us, work with us, and grow with us. If we aren't making your life easier, we aren't doing our job. As goal based advisors, you tell us where you want to be and where you see yourself, and we will work together to put together a strategy and plan for you on how to get to that end goal where you want to be. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about making your dreams a reality.

Accessibility

Although you're hiring us to manage your wealth, that does not mean that once paperwork is signed that all information around your wealth isn't accessible to you. We pride ourselves in staying in front of clients, in constant communication about their accounts and the overall market and economic environment. All of the information and data you'll need is accessible 24/7 through our team and tools that we use.

Connectivity

Blending together with accessibility, we know that having a connection and the ability to always connect with your advisor is important. We are always available to our clients, whether it be at that very moment or something we have scheduled, the ability to connect and communicate is always there for you.

What We Do

As a complete and holistic financial planner practice, our roles and abilities can adapt depending on your specific situation. What we see most is, planning for retirement, managing assets and cash flow in retirement, establishing traditional investing accounts and strategy, saving for education, and establishing insurance policies. By no means is this what we are limited to in our capacity to help you, so if there is something you need, just ask. If we can help, we absolutely will. If we can't, we have the resources to point you in the right direction to help you out.

With saying that, our mindset and theme stays the same throughout. We use the assets we have gathered and will gather in the future as tools. Tools for you to create and enjoy the life you want to. To create memories and stories with the ones you love. It's great to have a substantial amount of assets, but it's about using these in the most effective way possible to get the most out of them in your life.