WMS Group

Name: WMS Group
Address: 14249 Thompson Road, Folsom, LA, 70437, US
Telephone: +19858090530
Price range: $$

Tired of Advisors that live in a world of Conflict between you and their firms agenda.

With over 3 decades of experience WMS Group offers Holistic Financial Coaching to a allow you and those around you to benefit from and achieve your financial goals and dreams. Find out what the difference is when you work with us and find out that our only agenda is looking out for your best interest.

06/23/2026

“Should I be doing something different with my portfolio right now?”

We get that question a lot.

The honest answer depends on what you already have.

That’s why the first step is always understanding what’s there before making changes.

Let’s start there! https://bit.ly/4sQXH3t

14249 Thompson Rd Folsom, LA 70437
(985) 377-6228
(866) 470-6541

06/19/2026

A lot of people wait too long to get a second opinion.

Not because they don’t want one, just because they never get around to it.

But even a quick review can give you clarity on what’s working and what’s not.

If you’ve been thinking about it, this is a good place to start.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor >> 📞 985-377-6228

06/18/2026

A lot of people assume all financial advice works the same way. It doesn’t.

Some advisors are tied to products. Some are tied to a firm’s recommendations. Some get paid more depending on what you end up in. We’re not set up that way.

As a fiduciary, the focus is on what actually makes sense for you, even if that means no changes at all.

Sometimes the right answer is to stay where you are. Sometimes it’s not.

Either way, the conversation is about your situation, not a sales target.

If you’ve never had that kind of conversation, we’re here > https://bit.ly/4sQXH3t

06/15/2026

Time for another Ask Andrew!

Q: Can you be too diversified?

A: Yes, you can.

There’s a point where adding more positions doesn’t really reduce risk anymore, it just adds unnessecary complexity and can diminish returns.

We see this a lot. People own multiple funds, multiple accounts, dozens of holdings, and it feels diversified. But a lot of it overlaps.

At that point, you’re not really spreading risk, you’re just adding layers.

Diversification works up to a point. After that, it can start working against you.

If you’re not sure where that line is in your portfolio, we can go through it...
📞 985-377-6228

06/12/2026

When was the last time you looked at your portfolio and actually understood it?

Not just the balance. The structure.

If it’s been a while, you’re not alone. Let’s walk through it together.

📞 985-377-6228

06/10/2026

Most people focus on returns when they look at their portfolio. That’s understandable, but it leaves out something important.

How you get those returns matters just as much.

Two portfolios can average the same return over time, but the one with bigger swings usually ends up in a worse spot because it has to recover from deeper losses along the way.

That’s why we focus on the volatility in a portfolio, not just what it returns.

It’s not about avoiding risk, it’s about understanding how much you’re taking and whether it actually fits.

If you’ve never looked at your portfolio this way, we can go through it > www.advisormike.com

06/09/2026

You don’t need a complicated strategy. You need one that actually makes sense for you.

Clear structure. Reasonable risk. Costs that aren’t working against you.

That’s what most people are really looking for.

Want a clearer view of your plan? Let’s talk > 📞 985-377-6228

06/05/2026

It’s time for another Ask Andrew, quick questions, real answers.

Q: How do I stop wasting money on stuff I don’t even care about later?

A: Give it 24 hours.

That’s it.

Most impulse purchases happen in the moment. Late at night, scrolling, one click and it’s done. By the time it shows up, you don’t even want it anymore.

If you wait a day, two things happen. Either you still want it, or you completely forget about it. And that tells you everything.

You’re not saying no, you’re just giving yourself time to decide if it’s actually a yes.

Want more simple ways to keep your money working for you? Let’s talk...
📞 985-377-6228

06/03/2026

A $6 coffee doesn’t feel like a big deal. And it isn’t. By itself.

But $6 turns into $30 a week. About $1,500 a year. And over time, that’s where it starts to matter.

This isn’t about cutting out everything you enjoy. It’s just knowing where your money is going, and deciding what’s actually worth it.

The “latte” in most portfolios isn’t a $6 coffee, it’s the layer of fees, expense ratios, and hidden costs inside investment products that most people never see on a statement. Those numbers are usually larger than any coffee habit, and they compound the same way.

A portfolio review will surface what you’re actually paying, what you actually own, and how it stacks up against a model built around individual equities and lower structural costs.

Schedule your portfolio review https://bit.ly/4uF0SMI or reach out directly > [email protected]

06/01/2026

If you have young kids, this is worth a minute of your time. There’s a new child savings program now open, and depending on your situation, your child may qualify for an initial deposit from the Treasury.

Here’s the quick breakdown:

• $1,000 deposit if your child was born after 1/1/2025
• $250 deposit if your child is under 10, was born before 1/1/2025, and your zip code qualifies (most do)
• Some states and employers may offer additional contributions

It takes a few minutes to check, and it’s money your child may already be eligible for.

Best place to get details and apply: trumpaccounts.gov

Address

14249 Thompson Road
Folsom, LA
70437

Telephone

+19858090530

Website

http://www.advisormike.com/

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