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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.
Get to know us with a one-time portfolio review for new clients. This service provides another perspective on your existing investment portfolio.
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.