Welcome to Wealth Management Consultants, LLC.

Wealth Management Consultants is a full service fee-based financial planning and investment* management firm. We assist clients throughout the U.S. who want objectivity without any product/sales influence.

Our highest priority is to create value and guide financial independence for our clients by offering the following comprehensive services:

  • Complete financial planning
  • Portfolio analysis
  • Asset Allocation design
  • Investment management*
  • Stock Option Planning
  • Estate planning
  • Retirement planning
  • Tax planning
  • College funding strategies
  • Educational seminars

We recognize that our clients lead active and complex lives. They understand that managing their financial life is more complicated and time-consuming than ever before. They acknowledge that working with specialized financial planning and investment professionals strive to provide them with a level of confidence and independence. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you to explore our web-site, to call us toll-free or to email us. We look forward to discussing your personal needs and how we might provide financial planning and investment advisory services support to you.

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Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Wealth Management Consultants, LLC.
2210 Main St.  Suite A Daphne, AL  36526
Phone: (251) 626-2894
Fax: (251) 626-3994 
Email: david@wmc-llc.com

2210 Main Street, Suite A
Daphne, AL 36526-2474
Email: david@wmc-llc.com
Phone: (251) 626-2894
Fax: (251) 626-2822
Toll Free: 1-800-326-2894

*Securities offered through SagePoint Financial, Inc.


851 East I-65 Service Road S., Suite 1020, Mobile, AL 36606  
P
hone: 251-476-2131   Fax: 251-476-1012  david@wmc-llc.com,
2210 Main Street, Suite A, Daphne, AL 36526-2474
Phone: (251) 626-2894 Fax: (251) 626-2822 Toll Free: 1-800-326-2894 david@wmc-llc.com
.
Securities offered through SagePoint Financial, Inc., a registered broker-dealer and Member FINRA & SIPC. Investment advisory services offered through Wealth Management Consultants LLC, a registered investment advisor not affiliated with SagePoint Financial Services.


This communication is strictly intended for individuals residing in the state of AL. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator