A complete list of active advisors currently associated with WS Wealth Management, LLC
Warmer can help you find a great advisor at WS Wealth Management, LLC or one who fits your needs even better.
WS Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages roughly $90.5 million across about 70 client relationships and primarily serves individual and high-net-worth clients. The firm employs a tactical, well-diversified asset-allocation approach that uses exchange-traded funds, mutual funds, individual equities, fixed income, alternative investments, and covered options, with portfolios managed in accordance with clients’ objectives, liquidity, tax, and legal considerations. Accounts are generally discretionary and the firm frequently executes through a single recommended custodian and broker-dealer to access execution, reporting, and platform services. WS Wealth’s leadership brings senior investment and capital-markets experience from institutional and product-development roles, and the firm discloses a minority ownership interest in the sponsor of the NSI ETF — a potential economic conflict it says it addresses through due diligence. It also notes the use of option-overlay strategies for some clients and may recommend private placements to accredited investors, and one principal disclosed a prior civil settlement with a former employer that was resolved without admission of wrongdoing.
To learn more about the advisors currently working at WS Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington, VA
| 33
| |
Washington, VA
| 17
| |
Washington, VA
| 20
|
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