As Investment Advisers, we meet with each client individually to assess financial and retirement goals.  We use current income and tax withholding information as well as each client’s specific financial situation and risk tolerance to best structure an appropriate investment strategy.  We assist with the completion of all necessary forms and documents necessary to establish the investment or retirement account. Subsequent to account establishment, WASI executes all initial investments and monitors the performance of the recommended investment vehicles.  We additionally assist clients with various account functions (loans, distributions, etc).



For most people, retirement is thought of as an age, most often 65, when one would “stop” working and live off of social security and whatever other pension monies were available.  Today there is more concern about the government’s ability to keep social security commitments and the thought that the amount of money from social security will not be enough.  As a consequence, more and more people are taking the initiative to open individual retirement accounts where they directly control the amount of money that is being saved as well as how it is invested.  It is WASI’s belief that we can assist you in structuring and directing a retirement investment vehicle appropriate to your circumstances.  Building a personalized retirement plan based on current income analysis and returns projections, we can guide you, based on the frequency; amount saved and projected investment returns, towards a retirement that is not based on your age, but rather on your investment portfolio and its earnings potential.