Our Services

How We Work

At Wesley Wealth Management, we have been working with families, donors and nonprofits for over 30 years and we know that aiming at the right target is everything. Aiming at the right target means ensuring that your legacy positively affects your family and your community, for generations. It is the difference between having an impactful legacy or missing the mark. Here are some of the services we offer that will assist us in hitting the right target for you.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Philanthropy

Donor-Centric Planning

Non-Profit Strategic Planning

Planned Giving Programs

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

gene@wesleywealth.com | (210) 728-3848