Informed Wealth Solutions for Your Peace of Mind
We’re a team of financial advisory professionals who seek to organize, design and mobilize your wealth in new and innovative ways.
The More Your Wealth Grows,
the More Complicated Your
Finances and Life Can Become
Financial success can make your life more complex—you have more resources to manage, more decisions to make, and more goals to set. This complexity can quickly turn into more questions, more decisions, and more confusion.
Our team believes that you deserve a clear plan that enables you to pursue your goals, not confusion that leaves you feeling unable to enjoy the things that truly matter.
Informed Design
We believe that intentional steps yield intentional results. Every step we take with a client is purposeful, from organizing financial documents to seeking additional tax strategies.
Our entire team is equipped to serve all your financial needs—including financial planning, tax, estates and trust, and investment planning, all ready to serve you.
We carefully design your portfolio using the art and science of investing. Our focus is on investor behavior, asset allocation, and tax management to help our clients build a robust portfolio.
With a fee-for-service fiduciary model, we can align our financial interests 100% with that of our clients. You won’t find conflicts of interest here—only sound, practical advice that drives you toward clarity.
Your Wealth, Simplified
Gain an Accurate Understanding of Your Finances
About Us
Located just 10 miles south of downtown Birmingham, our team members have served Alabama residents for over 30 years as they seek clarity out of their financial complexity. BMSS Wesson exists to provide organization, financial planning and investment advice that bring clarity to the most complex financial situations. Not only that, but in every client interaction, we provide the utmost care in helping meet your unique needs.
Your Values,
Our Vision
As financial advisors, we examine hundreds of data points in order to craft a financial plan that matches your realities and your goals. But in the midst of our planning, we never lose sight of what truly matters—the things you value most. Together, we’ll create a plan that reflects those values and meets your needs.
Get Started With
BMSS Wesson
Complexity in your wealth doesn’t have to mean confusion in your life. Let’s get started together and demystify your financial future.
Get in Touch
Engage
We’ll meet with you over the phone or in our Birmingham office for an in depth exploration into your current and future financial needs.
Design
After we’ve met, our team will start organizing your current financial documents and provide recommendations on how to best move forward.
Implement
Once we’ve clarified your realities and goals, we’ll implement your plan and closely monitor its progress every step of the way—so you can have more peace of mind about what the future might bring.
Turn Your Financial Complexities Into Clear Solutions
Talk with our team to get back to enjoying the time and resources given to you.
Get In Touch