W & S Management Services, Inc.
W & S Management Services, Inc. (CRD# 127852) is a financial advisory firm headquartered in Rochester, NY. They manage $101,300,000 in 368 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management101MILLION
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Total Number of Accounts368ACCOUNTS
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Average Account Value$275,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NY
Sam joined W&S Management Services in the spring of 2021, after nearly a decade at Fidelity and ESL Investment Services LLC. Sam is passionate and takes a client centered approach to financial planning. He came to W&S Management as a remedy to the high fees, poor communication and improper risks he often sees elsewhere in the financial services industry. He is excited to apply his expertise in a fee only environment where the needs and financial outcomes of the client come first.
Salvatore Paternico (CRD# 6316104) is an Investment Advisor Representative working at W & S Management Services, Inc. in Rochester, NY and has over 7 years of experience in the finance industry. Salvatore Paternico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Specialties:
Comprehensive Financial Planning
Investment Planning
Retirement Planning
Retirement Income Strategies
Tax Planning
Inheritance Planning
Cash Flow Analysis
Insurance Analysis
Investment Management
IRA/401k/403b/457 Rollovers
Brian Ward (CRD# 4704954) is an Investment Advisor Representative working at W & S Management Services, Inc. in Rochester, NY and has over 19 years of experience in the finance industry.
Nathan Ward (CRD# 4888925) is an Investment Advisor Representative working at W & S Management Services, Inc. in Richmond, VA and has over 9 years of experience in the finance industry.