We provide individual, customized financial planning and investment management that helps clients achieve financial independence, financial security and freedom. Our fee-only pay structure aligns advisor compensation directly to the best interests of the client. Our independence provides us with the freedom to make investment selections based solely on the best interests of the client.
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.
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.
Services
At WS Wealth Management our multi-disciplined team brings together distinct investment backgrounds and with each advisor acting as a member of our investment committee, our clients benefit in two important ways. Your personal financial advisor is directly involved in the construction of their investment portfolio.
We begin by working with each client to define their investment objectives and identify important constraints. We build global, diversified portfolios for our clients that include investments in multiple asset classes spanning the world. We believe through asset diversification and risk management we can reach our clients investment objectives while reducing volatility and providing a smoother investment path.
As your advisor we help you in numerous ways that tend to enhance returns by maintaining a long term investment strategy, applying an asset allocation and re-balancing the allocation as appropriate, employing cost effective investments, and helping you create and implement a spending plan in retirement.
WS Wealth Management, LLC, ("WSWM") is a Virginia registered investment adviser located in Tyson's Corner, Virginia. WSWM and its representatives are in compliance with the current registration requirements imposed by the Commonwealth of Virginia upon registered investment advisers by those states in which WSWM maintains clients.
Where are my assets kept? WS Wealth Management does not directly hold client assets. Client assets are held at Pershing LLC or TD Ameritrade, Inc. Pershing, LLC is a subsidiary Bank of New York which was founded in 1784, is the oldest bank in the United States and is a leading provider of financial services for institutions, corporations, and individuals.
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