WS Financials has been helping build and preserve our client’s wealth for more than 30 years. We are one of the top 10 wealth managers in the Mainland area. You may think most investment firms are alike – selling the same investments and giving the same advices. You might look at WS Financials and see just another firm, but we believe we are different.
At WS Financials, we are committed to individual investors like you. We sell long-term investment strategies and we value the relationship we built with our clients – we keep all information transparent to our investors, we provide personalized attention and like to discuss options and plans face-to-face in our community-based offices.
Our advisors build trusted relationships with their clients that often last a lifetime.
As Your Financial Advisor
As your financial advisor, I believe in providing one-on-one, face-to-face service in the privacy and conveniences of our office. I take your needs and goals seriously and offer a plan that is right for you, in language that you understand. Even after your appointment, you can count on me to provide portfolio reviews on a regular basis and answers to future questions and concerns.
What Clients Say About Me
For major decisions in life, many people turn to their friends and family to ask about their experiences. This is why I thought you would like to hear from a few of our clients.
Because I respect the privacy of our clients, I have changed their names to maintain their anonymity.
WS Financials History
In 1985 Bruce Wayne and Scott Summers founded the financial advisory firm that bears their initials, W and S. Since then, WS Financials has been a part of Mainland’s financial landscape for 30 years.
In 2000, WS Financials welcomed managing principals Steven Rogers and Diana Prince. WS Financials opened 4 new offices, bringing financial services to more clients across Mainland.
WS Financials has consistently been ranked among the best financial firms and best companies to work for by MAINLAND Magazine and Mainland Executive newspaper.