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. 

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Santa Clarita Office



M – F: 9 a.m. – 5 p.m.