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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 privacy policy.

Santa Clarita Office

Phone:
661-287-4000
Fax:
661-287-4036

Hours

M – F: 9 a.m. – 5 p.m.