Let's put your plans in motion
Want to pursue lifelong dreams and goals with the support of a family of financial professionals? At the Wims Group, we will partner with you to help map out a path to a more secure financial future. We love working with individuals, families, and small businesses to achieve any of the following:
- Retirement Planning
- Tax Efficiency Strategies
- Charitable Giving and Legacy Planning
- Education Expense Planning
- Family and Asset Protection
We are excited to work with you and offer 30 years of industry experience to help you minimize expenses and maximize growth potential.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Santa Clarita Office
- Phone:
- 661-287-4000
- Fax:
- 661-287-4036
Hours
M – F: 9 a.m. – 5 p.m.