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Wealth Management Strategies is closely monitoring the situation involving COVID-19 (coronavirus). First and foremost, we are taking every action to protect the health of our employees and their families. We have Leverage technology and digital communications to help achieve social distancing to ensure we are able to serve our clients effectively. We are confident that we are as prepared as possible for this unprecedented situation. Our hearts go out to all people affected by COVID-19.

If you are unsure how to handle your unique situation or have any questions, give us a call at 949.833.5800. We understand the concern and uncertainty you may be experiencing about the coronavirus (COVID-19) and want to assure you that Wealth Management Strategies is committed to being responsive to your needs as the situation evolves.

New York State Policy Holders:

Please review the updates and information provided below. Please contact WMS or your Advisor with any questions you may have.

New York Executive Order 202.13 (COVID-19)

New York 3rd Amendment to 11NYCRR 185,187,229, and 3 NYCRR 405


Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-156156 (10/2024)

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