Looking for an independent fee-only CFP® certified financial advisor? You’ll find this type of financial advisor at Wealth Management Solutions (WMS).

WMS was founded in 2003 by David Rosenthal, MBA, CFP® who has been a fee-only financial advisor since he began his career in 1995. David’s business partner, Dana Anspach, CFP®, joined him in 2005. She also began her career in 1995, and after practicing as a commissioned advisor, feels that being a fee-only financial advisor is without question the best way to provide financial advice.

As a firm, WMS is focused on providing outstanding financial planning and investment management services to a select number of families.

David and Dana take pride in the work they do and have taken great care to maintain an enjoyable, fun work environment, and personable relationships with their clients.

Staff

Kim Morton joined WMS in 2005, soon after graduating from ASU. Over the next three years she diligently studied for her CFP® exam, and achieved her CFP designation in 2008. Kim excels at managing multiple projects, meeting deadlines, and keeping the rest of us on task!

Jody Hulsey joined WMS in 2007, and works from Oregon as a “virtual assistant”. Jody had worked with Dana for several years at a past employer, and had proven herself with her diligent follow up skills and excellent work ethic.

Professional Affiliations

WMS and/or one or more of its team members maintain the following memberships and affiliations: