• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

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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)?

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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.

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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.

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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.

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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.

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Our Locations

Washington Financial Wealth Management Services is headquartered in Washington, PA. Contact us today to speak with a wealth advisor or financial professional.

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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

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