The pandemic and elections could mean big changes for the economy and your investments. Is your portfolio ready? For a no-obligation portfolio review click the get started button below.
WE BELIEVE YOU ARE MORE
THAN YOUR PORTFOLIO
Why WS Wealth Management?
We provide individual, customized financial planning and investment management that helps clients achieve financial independence, financial security and freedom.
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
Mark Stys
President & Founding PartnerJonathan Wagner
Chief Investment Officer & Founding PartnerShow More
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.