EMS Wealth Management is a full service financial firm with a broad range of specialties including personal financial planning, 401(k) & employer sponsored retirement plans, estate planning and insurance products.
“We have been very pleased with working with EMS Wealth Management. Jayce has always been very responsive and truly cares about our financial wellness. We now have a customized financial plan that has given us a better understanding of what our retirement will look like.”
I’ve used several Insurance and wealth management services throughout my career as an entrepreneur. While some were good, none of my previous representation was great and that is how my relationship with the EMS Group began. I needed to make a change, and what I was looking for was a company that would be willing to attend to all my needs. Not one that would value my relationship based on the size of my account. Jayce Wallace and Joe Floss have been an amazing asset to my business, they’ve satisfied all my needs, no matter how small. They’ve shown patience and most importantly integrity when handling my business. I’ll never look back because I’ve found an agency that is perfectly suited for my company.
“The advisors at EMS Wealth Management really understand the market. They didn’t just sell us a plan, they helped us understand what we had, and what we needed. They reduced our fees and improved our investment lineup. Jayce was alongside us through the transition process and we are in a better place because of that.”
“EMS Wealth Management pays attention to our 401k not only on a plan level, but they take the time to sit down with each individual to get to know their personal financial situation. The attention they bring to the one-on-one meetings is what makes the difference.”