How it Works

For each qualifying new household you refer that signs up for a WSWA account, we’ll bundle together any new account balances with your existing account balance to determine a rate based on the combined assets. The more assets you bundle, the lower your shared rates become. WSWA will allow up to five households to be grouped together for special pricing.

For a client with $1 million in managed investments at WSWA, bundling with another $1 million account will result in $2,500 annual savings for each account. Bundle asset holdings with four friends or family trustees at the same level, and each account can save $3,700 in fees — that’s every year, forever.

Your assets aren’t pooled with your referrals or augmented in any way — you and your referrals simply pay lower management rates. It’s a win-win for everyone involved.

Mix and match investments

We specialize in creating low cost, transparent, and broadly diversified portfolios for businesses, family trusts, and private individuals that are responsive to today’s rapidly changing investment environment. Our managers can build a personalized plan to cover:

  • Investment management
  • Comprehensive financial planning
  • 401k, SIMPLE IRA, and pension plans
  • Personal retirement planning
  • And more!