Financial Profiles

Wealth Management Strategies of Central Florida

William H. Black Jr.
Michael J. Hanley
Stephanie Onofri
Damon Basco, CFP®
Andre Gucailo
Paul M. Green
LOCATION:  Orlando, FL
WEBSITE:  www.wmscfl.com

It is a leap of faith when clients entrust their personal or business assets into the care of a financial professional, but that leap is less daunting when clients choose Wealth Management Strategies of Central Florida. Prior to investing, prospective clients receive a comprehensive analysis and detailed recommendations. “We play our cards face up,” said Senior Partner Michael Hanley. “Our number one goal is for people to be in a better position for having met with us. If they leave feeling great because we added value, that’s a home run — regardless of whether they become a client.” A clear and strategic four-step process is employed for every client: understand goals, develop a plan, implement strategies and evaluate progress. Though the firm is equipped to assist a wide range of clientele, the team is particularly adept at working closely with business owners, especially in the areas of executive benefit planning and custom-designed qualified plans. For more information call (407) 370-0327.

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