WS Wealth Management, LLC

WS Wealth Management, LLC serves institutional and fiduciary clients through a co-advisory relationship with an SEC-registered adviser, Pinnacle Wealth Planning Services, offering retirement plan consulting, trust wealth management, financial planning, and access to independent managers. The firm does not directly implement investment management for client assets and relies on Pinnacle for active portfolio management and account-level services (Pinnacle reported $62 million under management as of 12/31/2025).

In practice WS Wealth focuses on advisory, trustee support and manager selection rather than day‑to‑day trading: it assists with fiduciary retirement-plan duties (including ERISA Section 3(21) consulting and, when contracted, potential Section 3(38) manager services), trust longevity planning, and periodic review of investment options. The firm also uses model portfolios and may allocate client assets to unaffiliated independent managers, and provides asset-tracking and performance reporting as part of its service mix.

A distinctive feature is its affiliation with an accounting practice—Wasacz & Skvoretz CPAs—along with staff holding CPA and Personal Financial Specialist credentials, which situates tax and accounting expertise alongside its advisory work. WS Wealth’s emphasis on pension consulting and formalized trustee programs, together with its role in selecting other advisers for clients, is less common among peers in the investment-manager category.