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  • ABOUT
    • A Letter From Our Founder
    • The WMS Difference
    • Three Pillars of Wealth
    • Meet Our Team
    • Community Wealth Corner
  • EXPERTISE
    • Solutions for Business Owners
    • Solutions for Individuals & Families
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All content, material, and links on this site is provided AS IS for your convenience and for general informational purposes. Your purchase of any insurance or financial product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase. No contrary terms or information available on or through this site modify those documents.

Disclosure

Guy Walker is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0788565), and GA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Guy Walker is licensed and authorized to offer insurance in California, but Wealth Management Strategies Insurance & Financial Solutions may not be. For additional information on California licensure status, please click here.

Guy Walker is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3681 Sagunto St Ste 102, Santa Ynez, CA, 93460, 805-693-1773. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.

Wealth Management Strategies Insurance & Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Wealth Management Strategies Insurance & Financial Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

3681 Sagunto St Ste 102

Santa Ynez, CA 93460

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Get in Touch

(805) 693-1773
info@wealthmgtstrategies.com
  • ABOUT
    • A Letter From Our Founder
    • The WMS Difference
    • Three Pillars of Wealth
    • Meet Our Team
    • Community Wealth Corner
  • EXPERTISE
    • Solutions for Business Owners
    • Solutions for Individuals & Families
    • Solutions for Pre-Retirees and Retirees
    • Insurance and Investments
  • APPROACH
    • Our Process
    • Strategic Alliances
    • Partnering with Other Professionals
  • RESOURCES
    • Calculators
    • Video Library
    • Helpful Links
  • CONNECT
    • Location & Contact
    • Connect on LinkedIn
  • CLIENT PORTAL

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