Products and Services

At Westminster Wealth Management, we have you—and only you—in mind.

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Investment Planning

  • Traditional IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts

Income    Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • Estate Planning
  • Variable vs Fixed vs Fixed Indexed annuities

Tax Management Planning

  • Ensure that you pay the lowest amount of taxes as allowed by law through the US Tax Code and create tax-free income when possible
  • Roth vs traditional IRAs
  • LIRPs

Legacy & Estate Planning

Ensure that your financial legacy is moved efficiently to whomever you choose

Family Asset Protection Planning

Strategize and implement ways to protect your most valuable assets in both your working and retired life

Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Westminster Wealth Management or directly from the mutual fund, insurance company, or offering entity.