WMS Pittsburgh (@wmspittsburgh) 's Twitter Profile
WMS Pittsburgh

@wmspittsburgh

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS is not affliated with Wealth Management Strategies, Inc

ID: 1219821986

linkhttp://mywealthmgmt.com calendar_today25-02-2013 21:26:08

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How could one assign a value to an independent advisor’s position of providing his clients with objective advice, focused exclusively on producing the best outcome for each client’s goal? We’d like to help you find out. mywealthmgmt.com/the-value-of-i…

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The specific long-term impacts of COVID-19 are yet to be seen as we move further into the recovery period. However, speaking from experience, we know that we can and will weather this storm no matter how it may turn.  mywealthmgmt.com/the-library/20…

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We help our clients improve their relationship with their money through a relentless dedication to their goals and always reorient back to the plan when the world begins to feel uncertain. Visit our website to learn more about our firm.

We help our clients improve their relationship with their money through a relentless dedication to their goals and always reorient back to the plan when the world begins to feel uncertain. Visit our website to learn more about our firm.
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On Tuesday, the IRS announced unexpected new guidance around required minimum distribution (RMD) rollbacks that could provide #tax benefits to our clients and friends. We want you to stay informed, so here is what you need to know. mywealthmgmt.com/the-library/20…

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Bud Kahn is the Founding Principal of Wealth Management Strategies. Bud specializes in the areas of financial, estate, and executive compensation planning. If you're ready to take the next steps towards a Healthier Relationship With Your Money, please contact us.

Bud Kahn is the Founding Principal of Wealth Management Strategies. Bud specializes in the areas of financial, estate, and executive compensation planning. 

If you're ready to take the next steps towards a Healthier Relationship With Your Money, please contact us.
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The closer you are to retirement, the more important it is that you have a clear understanding of the lifestyle you hope to enjoy and the resources it will take to maintain it. With our help, your financial plan will be proactive, never reactive. bit.ly/3cNsxTG

The closer you are to retirement, the more important it is that you have a clear understanding of the lifestyle you hope to enjoy and the resources it will take to maintain it. With our help, your financial plan will be proactive, never reactive. 
bit.ly/3cNsxTG
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During this unsettling period in our world, we hope you find comfort in knowing your money will continue to be cared for as if nothing out of the ordinary were happening. Please feel free to call or email us with any topics or questions you would like to discuss. #WMSPgh

During this unsettling period in our world, we hope you find comfort in knowing your money will continue to be cared for as if nothing out of the ordinary were happening. Please feel free to call or email us with any topics or questions you would like to discuss. #WMSPgh
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Nothing in life is risk-free and the same holds true for investing. While superior investment returns may be achieved with a greater allocation of stocks, they also carry a higher degree of risk, as measured by volatility. So, how do you strike a balance?

Nothing in life is risk-free and the same holds true for investing. While superior investment returns may be achieved with a greater allocation of stocks, they also carry a higher degree of risk, as measured by volatility.  So, how do you strike a balance?
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Investing with purpose helps you have the best opportunity for success, because the focus is on what you can control. We use a disciplined process, based on proven academic research. Contact us to start your journey. #wealthmanagement #investments mywealthmgmt.com/the-experience

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As a reminder to our friends and clients, the #tax deadline extension expires this Wednesday, July 15. Please reach out to us at either our Aspinwall or Greensburg offices for tax planning questions, concerns, or more information.

As a reminder to our friends and clients, the #tax deadline extension expires this Wednesday, July 15.  Please reach out to us at either our Aspinwall or Greensburg offices for tax planning questions, concerns, or more information.
WMS Pittsburgh (@wmspittsburgh) 's Twitter Profile Photo

Steeling yourself for market volatility and staying the course is the best plan of action as we navigate through COVID-19. If you have any concerns regarding the financial impacts of COVID-19, we're here for you. #wealthmanagement #financialplanning mywealthmgmt.com/the-library/20…

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The advisors of Wealth Management Strategies, Inc., serve as confidants and stewards for our clients' financial lives. We offer guidance and clarity by making our clients' individualized financial plans the foundation of every recommendation and decision.

The advisors of Wealth Management Strategies, Inc., serve as confidants and stewards for our clients' financial lives. We offer guidance and clarity by making our clients' individualized financial plans the foundation of every recommendation and decision.
WMS Pittsburgh (@wmspittsburgh) 's Twitter Profile Photo

Aaron’s core principle when working with clients is perspective. He works with young professionals and families at the genesis of their financial planning. He believes firmly in the importance of balance, as young families work to juggle spending, saving, planning, and life.

Aaron’s core principle when working with clients is perspective. He works with young professionals and families at the genesis of their financial planning. He believes firmly in the importance of balance, as young families work to juggle spending, saving, planning, and life.
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Our Jump Start Program is designed for younger professionals and families, this program is meant to help you get off to the right start. Visit our website to learn more: #wealthmanagement #financialplanning #WMS mywealthmgmt.com/the-experience

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Our advisors serve as confidants and stewards for our clients' financial lives. Every decision we make is based on how we can help maximize the opportunities and combat the challenges wealth creates, so our clients can use their money to enjoy their lives. bit.ly/30Nrazu

Our advisors serve as confidants and stewards for our clients' financial lives. Every decision we make is based on how we can help maximize the opportunities and combat the challenges wealth creates, so our clients can use their money to enjoy their lives. bit.ly/30Nrazu
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When you understand the complications and consequences of transferring your assets to another person or entity, you are able to combat problems early and on your terms. bit.ly/3cNsxTG

When you understand the complications and consequences of transferring your assets to another person or entity, you are able to combat problems early and on your terms. bit.ly/3cNsxTG
WMS Pittsburgh (@wmspittsburgh) 's Twitter Profile Photo

An emergency fund is important for everyone, regardless of age, living expenses, or net worth. When the market is turbulent, think about what your cash-needs might be for the next 12-24 months. #tips #wealthmanagement #financialplanning

An emergency fund is important for everyone, regardless of age, living expenses, or net worth.  When the market is turbulent, think about what your cash-needs might be for the next 12-24 months. #tips #wealthmanagement #financialplanning