W&S MANAGEMENT SERVICES

W&S Management Services, Inc. has been handling investments, financial planning, and business consulting in Rochester, NY since 2000. Founded as part of the CPA firm, Ward & Schmerbeck, P.C. our firm was originally created to provide high quality, unbiased investment advice that was in short supply given the commission and sales driven approach of that time. We found an immediate niche by offering commission free investments with low operating expenses and using our accounting expertise to minimize the overall tax impact of these investments to our clients. Our approach has broadened since that point, but the same values animate our firm today... W Management Services, Inc. offers financial planning and investment services in Rochester New York. As a registered investment advisor firm, we serve all manner of clients with a focus on tax efficiency and low fees.

Also known as: W&S Management Services, Inc.

Primary location: Rochester United States