Wealth Management Strategies is closely monitoring the situation involving COVID-19 (coronavirus). First and foremost, we are taking every action to protect the health of our employees and their families. We have Leverage technology and digital communications to help achieve social distancing to ensure we are able to serve our clients effectively. We are confident that we are as prepared as possible for this unprecedented situation. Our hearts go out to all people affected by COVID-19.
If you are unsure how to handle your unique situation or have any questions, give us a call at 949.833.5800. We understand the concern and uncertainty you may be experiencing about the coronavirus (COVID-19) and want to assure you that Wealth Management Strategies is committed to being responsive to your needs as the situation evolves.
New York State Policy Holders:
Please review the updates and information provided below. Please contact WMS or your Advisor with any questions you may have.
New York Executive Order 202.13 (COVID-19)
New York 3rd Amendment to 11NYCRR 185,187,229, and 3 NYCRR 405