We provide individual, customized investment management that helps clients achieve financial independence, financial security and financial freedom.

Why WS Wealth Management?

Alligned Interests

Our fee-only pay structure aligns advisor compensation directly to the best interests of the client.

Comprehensive

We thoroughly review our client’s financial situation and listen to their goals.

Independent

Our independence provides us with the freedom to make investment selections based solely on the best interests of the client.

WS Wealth Management Team

President & Founding Partner

Chief Investment Officer & Founding Partner

Lets have a conversation

The most effective way to learn how WS Wealth Management can help you and your family achieve your investment objectives is to meet directly with an advisor at WS Wealth Management.

WS Wealth Management

WE BELIEVE YOU ARE

MORE THAN YOUR PORTFOLIO