WS Wealth Management

At WS Wealth Management, LLC, we believe that every individual deserves a personalized approach to their financial well-being. Our team of experienced professionals is dedicated to providing comprehensive financial planning and investment management services to help our clients achieve their financial goals. With a deep understanding of the complexities of the financial markets, we take a disciplined and rigorous approach to portfolio management, ensuring that our clients' assets are allocated effectively to meet their unique needs.

Our Philosophy

At the heart of our approach is the understanding that every individual has unique financial goals and aspirations. We take the time to listen to our clients, understanding their values, risk tolerance, and objectives. Our philosophy is centered around the concept of aligning our interests with those of our clients. We believe that a fee-only pay structure allows us to make investment decisions solely in the best interests of our clients. This approach ensures that our advisors are incentivized to provide unbiased advice and to make decisions that are in the best interest of our clients.

Services Offered

Our services are designed to provide clients with a comprehensive approach to achieving their financial goals. We offer a range of services, including:

• Investment Management: Our team of experienced investment professionals will work with you to create a customized investment portfolio tailored to your unique needs and goals.
• Financial Planning: We will work with you to create a personalized financial plan that addresses your unique financial goals, risk tolerance, and objectives.
• Retirement Planning: Our experts will help you plan for a secure retirement, taking into account your income needs, expenses, and investments.
• Estate Planning: We will work with you to create a comprehensive estate plan, ensuring that your assets are distributed according to your wishes.

Our Team

At WS Wealth Management, LLC, we have assembled a team of experienced professionals who bring a unique blend of skills and expertise to the table. Our team is comprised of:

• Mark Stys: Co-Founding Partner and President, with over 25 years of experience in the financial services industry.
• Jonathan Wagner, CFA: Co-Founding Partner and Chief Investment Officer, with over 20 years of experience in portfolio management and investment analysis.
• Dr. Harald Malmgren: Chief Economist, with extensive experience in world trade and investment flows, and a deep understanding of the global economy.

Our Advantage

At WS Wealth Management, LLC, we believe that our unique combination of investment expertise, experience, and approach to client service sets us apart from other financial management firms. Our team is dedicated to providing personalized service, tailored to the unique needs and goals of each individual client. We take the time to listen, to understand, and to provide solutions that meet the unique needs of each client.