Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Lakeridge Wealth Management, LLC, a Registered Investment Advisor. Private Client Services, Lakeridge Wealth Management and NMS Wealth Management are unaffiliated entities.

Our Advisors are Securities Registered in the following states: Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina.

Our Advisors offer advisory products and services in the following states: Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Minor Outlying Islands, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Northern Mariana Islands, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, U.S. Virgin Islands, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

Form CRS | Disclosures

121 South St.
Chardon, OH 44024
United States

First Name
Last Name
Company Description
NMS Wealth Management was founded to provide comprehensive, tax-minded wealth management to our clients. Our approach is based around the financial planning process, as prescribed by the Certified Financial Planner Board of Standards. We believe financial planning is a process and we consistently meet with our clients to review and update their plan. We offer a full range of investment, insurance, and consulting solutions designed to help our clients pursue their goals.