WFS is NOT a broker
That means that we are NOT going to "sell" you on a plan, pocket the
commission, and turn you over to the record keeper.
WFS is a Registered Investment Advisor (RIA). That means we are
a fiduciary. Our job is to work with your plan to make sure it
continues to meet the requirements we initially setup, for the ON-GOING
future.
Being an RIA also means that we can address many other corporate
issues that you might have. Please see our other links.
Perhaps you need Rule 144 services. Perhaps you just went through
a VC round, merger, or acquisition. We can create some really
unique and very profitable custom arrangements for you and your
corporate executives.
