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Text Content

Menu


 * Home
 * About 
   * Our Team
   * Our Services
   * Our Mission
 * Resource Center 
   * Retirement Readiness
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
   * Glossary
   * Tax Resources
 * Contact
 * Careers




FOCUS ON WHAT MATTERS MOST

We'll help you reach your financial goals so you can take care of the rest.


Let's Talk

Client Log in



SERVICES
HOW CAN WE HELP YOU?

We offer a wide variety of services all geared to help you with your financial
goals.

ANGELA M. BERRY, CHFC®, RICP®

Chief Operating Officer

614-942-1310

614-942-1339

aberry@wmsllc.net

Prior to forming Wealth Management Solutions, LLC in 2005, Angela worked with
Lincoln Financial Advisors as an Investment Advisor Representative. Before
joining Lincoln Financial Advisors, Angie worked for 10 years with the County.

Read more


RICHARD F. DETILLIO

Chief Executive Officer

614-942-1325

614-942-1339

rdetillio@wmsllc.net

Rick is a seasoned Investment Advisor Representative who helps his clients
understand their personal and professional goals through the financial planning
process. His areas of specialty include retirement, investment, estate,...

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SUSAN FINEFROCK, CFP®



614-942-1305

614-942-1339

sfinefrock@wmsllc.net

Susan is a seasoned Financial Planner and Investment Advisor Representative
focusing on individualized client solutions. Susan has over a decade of
financial planning experience, delivering customized financial plans,
retirement...

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W. BRAD MONTGOMERY, CMFC



614-942-1335

614-942-1339

wmontgomery@wmsllc.net

Brad is a seasoned Investment Advisor Representative who helps his clients
understand their personal and professional goals by focusing on individualized
client solutions. Brad has over 26 years of experience in the financial
services...

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JESSIE CANTRELL

Executive Assistant, Insurance Representative, Notary Public

614-942-1321

jcantrell@wmsllc.net

Jessie joined Wealth Management  in 2010.  Jessie holds her Series 7 securities
registration and Ohio life and health insurance license. 

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DARCIE SISLER

Administrative Assistant

(614) 942-1300

(614) 942-1339

dsisler@wmsllc.net


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RETIREMENT

We can help you build a retirement strategy that is sure to keep you excited for
what’s to come.

Blog


TAX STRATEGY

We'll help make sure that we're considering the tax implications with all your
investments.

Learn more


ESTATE

With over 100 years' collective experience, we'll help secure your legacy for
future generations.

Learn more


HIGH-NET-WORTH

We have extensive experience managing high-net-worth portfolios.

Blog


SMALL BUSINESS

Let us help you make sure your business is poised for growth.

Learn more


LIFESTYLE

Strike the perfect balance between work and leisure.

Learn more
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LET'S TALK.
TAKE THE FIRST STEP.

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Email
Address
Phone
Message
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VISIT

132 B Northwoods Boulevard

Columbus, OH 43235

jcantrell@wmsllc.net

CONNECT

Office: 614-942-1300

Office: 614-942-1300

Fax: 614-942-1339

CONTACT



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Securities and investment advisory services offered through Osaic Wealth, Inc.
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is
separately owned and other entities and/or marketing names, products or services
referenced here are independent of Osaic Wealth . 
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is
separately owned and other entities and/or marketing names, products or services
referenced here are independent of Osaic Wealth . 
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is
separately owned and other entities and/or marketing names, products or services
referenced here are independent of Osaic Wealth . 
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is
separately owned and other entities and/or marketing names, products or services
referenced here are independent of Osaic Wealth. Securities offered through
Osaic Wealth, Inc. member FINRA/SIPC.
Osaic Wealth is separately owned and other entities and/or marketing names,
products or services
referenced here are independent of Osaic Wealth.Securities offered through Osaic
Wealth, Inc. member FINRA/SIPC.
Osaic Wealth is separately owned and other entities and/or marketing names,
products or services
referenced here are independent of Osaic Wealth.Securities offered through Osaic
Wealth, Inc. member FINRA/SIPC.
Osaic Wealth is separately owned and other entities and/or marketing names,
products or services
referenced here are independent of Osaic Wealth..