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Client Account Access

To access your account at our custodian TradePMR, click on link below:

https://www.wellsfargoclearingservicesllc.com/sac/tradepmr/index.htm

 

To access your account at our custodian Millennium Trust Company,  click on link below:

https://www.mtrustcompany.com/access/

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Company address

444 East Main Street, Suite 112
Lexington KY 40507

859-268-4425 
graceross@wmofky.com 

Get In Touch

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through Wealth Management of Kentucky Inc. a registered investment advisory firm.

Investment services are provided only in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted.

Investing involves risk, including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance.  Past performance does not guarantee future results.  Consult your financial professional before making any investment decision. 

At certain places on our website, we offer direct access or “links” to other internet websites.  These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Wealth Management of Kentucky.  Wealth Management of Kentucky does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there.  Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.  Wealth Management of Kentucky does not necessarily endorse or recommend any commercial product or service described at these websites.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific advice and cannot be used to avoid penalties.  

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