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Our Principles

 

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.

Our Financial Advisors


Our financial advisors believe in providing one-on-one, face-to-face service in the privacy and conveniences of our office. They 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 your financial advisor to provide portfolio reviews on a regular basis and answers to future questions and concerns.

Awards and Recognition


Investment Mainland, December 2014
WS Financials ranked No. 2 overall on Investment Mainland magazine’s annual survey of advisors.


Mainland Star, June 2014
For the 10th consecutive year, WS Financials has been names as one of the “Best Firms in Mainland.” WS Financials was ranked No. 9.


Mainland Executive, March 2014
For the 5th consecutive year, WS Financials has been named one of the “Best Asset Management Firms.” WS Financials was ranked No. 3.


Mainland Global, February 2014
WS Financials was awarded “Trust Company of the Year 2013”.

What Clients Say About Us

 

For major decisions in life, many people turn to their friends and family to ask about their experiences. This is why we thought you would like to hear from a few of our clients.


Because we respect the privacy of our clients, we have changed their names to maintain their anonymity.

Talk to an advisor today

Talk to an advisor today and get started on your short- and long-term financial plans. Your WS Financial advisor is ready to help by meeting with you one-on-one, face-to-face at our office.

 

Call us today 987.654.3210 or email us at info@WSFinancials.com to book an appointment.

Why Choose Us > Overview

 

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.

Our 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.

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