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Many Advisors speak of “Wealth Management” when actually their service is limited to managing investments. WFS truly provides Wealth Management by combining investment management with comprehensive and on-going financial planning.
Financial success doesn’t come from chance, luck or coincidence but from developing and implementing a disciplined and coordinated financial plan. The best approach is developing a holistic plan which is comprehensive and integrated.
Employer Retirement Plans
We advise in the selection, design, monitoring, implementation and managing of employer retirement plans. We monitor the expenses and provide education to the employees.
When it comes to investing, our approach is very methodical and leaves little room for emotions. Our investment strategies are based on a well-diversified, disciplined, objective and risk/reward approach designed to get the desired results.