ABOUT US
Setting Experience Free
Setting Experience Free
At Washington Wealth Management (WWM), we are dedicated to the belief that the advisor/client relationship is paramount. This relationship depends on trust, flexibility, freedom of investment choice and an advisor’s ability to offer effective, comprehensive advice and service in a conflict-free environment. To that end, our platform is comprised of our independent Registered Investment Advisor (RIA), a non-affiliated broker dealer and multi-custodian offering. This hybrid arrangement allows experienced Financial Advisors the opportunity to break away from traditional wirehouse models without giving up any investment options critical to a client’s investment success or causing significant disruption to a client’s existing holdings.
Washington Wealth Management places the advisor in the strategic position of business owner. As owners of their business, our advisors make all of the decisions that create their client’s wealth management solutions, utilizing the full universe of products and services that are best for the client, not just one firm’s best offering. At WWM, our advisors are clients of The Street, not captives to a large firm’s agenda. The result of that independence is that we are continuously able to customize the products and services we provide as client needs arise, or as new types of products and services emerge anywhere in the marketplace.
Like all advisors, at WWM we are looking for a better way to provide wealth management services. We have chosen a path that returns the industry to its roots. Advisors not only own their own business, they have the opportunity to acquire an ownership position in the larger firm. This results in a true partnership between management and advisors that is incredibly powerful. From day-to-day efficiency to long-range planning, we combine our talents, energies and experience on decisions that impact the firm while sharing a long-term stake in its direction and value.
In the end, it is simple. It is the strength of the relationship between our advisors and their clients that defines the success of the firm, not the driving of transactions or distribution of investment products that are favorable to the firm’s bottom line.
For Washington Wealth Management, placing the clients’ interests above all else is not just a slogan. It is our mission, and it guides us in everything we do.
