Team

Providing our clients with the breadth of services required of Truly Integrated Wealth Management means having a strong and deep team.  At WWS, we believe in focusing on our core competencies - sophisticated financial planning and helping clients solve their wealth management challenges - and then leveraging carefully chosen partners who are experts in their respective fields for the rest. 

We think this approach allows us to provide a broader range of services to clients with greater quality, efficiency, and lower expense than if we built and provided everything in-house. Most importantly, we are able to put our full attention where it belongs: on servicing the needs of our clients.