Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). Read more
Advice in Common Language
Straightforward Fees
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Washington Financial Wealth Management Services, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Washington Financial Wealth Management Services we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
We believe that investment strategies are as individual as our clients & we look at each relationship as a long-term partnership. Learn More
Risk Management
We understand that risks are not unique to the financial markets. Learn more
Retirement Planning
Retirement plan investing is a way to help you pursue your long-term financial goals. Learn more
Connect with an Advisor
Please provide your name and email and we will have an advisor contact you.
Personalized Wealth Management
Washington Financial Wealth Management Services’ mission is clear: Simplifying your financial life, so you can focus on what matters. As a wealth management firm based in Washington, PA, we provide families, businesses, corporate executives and institutions with the highest level of service and experience in financial planning and investment management. Contact us today and let Washington Financial Wealth Management Services’ team help you on your True Wealth journey.
Contact one of our wealth advisors to request a complimentary consultation.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Washington Financial Wealth Management Services is headquartered in Washington, PA. Contact us today to speak with a wealth advisor or financial professional.
Insights
Washington Financial Wealth Management Services’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog
Two Major Retirement Income Traps to Avoidby Alexander Reed CFP® ChFC®
The switch from wealth building in your working years to wealth income in retirement years seems simple. Common advice is to simply shift investments from growth stocks to dividend-paying stocks and buy more bonds. Read more
Market Commentary
Weekly Market Commentary April 22, 2019It was a quiet week for investors, as none of the three major indexes we track moved significantly. The S&P 500 eased 0.1% lower during the holiday-shortened trading week. Read more
Video
Q2 2019 Quarterly Market UpdateCarson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more
Monthly Newsletter
Spring Cleaning for Your Estate Plan: Is ...Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times. Read more
News
Wall Street pros aren’t the only ...Investors are likely getting more volatility than they bargained for this late in the year.
With the stock market continuing its downward slide, individual investors may be tempted to sell stocks and sit with their cash on the sidelines until the carnage ends. Read more
Infographic
Divorce PlanningDivorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Weekly Market Commentary
- Weekly Market Commentary April 15, 2019
The S&P 500 gained 0.6% last week and reached an all-time high (when dividends are included). A few banks reported solid earnings and indicated loan demand remains positive. Read more
