Wayne Strout
73 East Forrest Avenue
Suite 230
Shrewsbury, PA 17361
ph: 800-425-1978
fax: 888-325-0251
alt: 717-235-2300
wayne
About Us….
WS Wealth Managers, Inc.
All business conducted by WS Wealth Managers Inc. (WSWMI) and/or WS Wealth Managers with and for our clients is according to a fiduciary standard of care. Clients know how and by whom we are paid. We avoid conflicts of interest where possible. Where potential conflicts of interest exist because of relationships or transactions that we deem may be in the client’s best interest, we fully disclose all details. We place our client’s interest ahead of our own.
Our philosophy is that our clients expect us to have the “heart of a teacher, not of a salesman” and that the advice we give to clients would be equally appropriate for ourselves, our family and our friends with similar goals and objectives. When you hire WSWMI, you hire Wayne Strout and his team to serve as your “Personal CFO” and “Trusted Advisor”.
Wayne Strout’s broad experience includes working in Private Equity, internationally as a President/CEO,COO/MP, running numerous portfolio companies/investments for more than 20 years, with 4 years in retail brokerage with Edward Jones. He earned a BS degree in Mechanical Engineering and later earned his Masters in Business Administration (MBA) from the prestigious Wharton School at the University of Pennsylvania. He holds the AAMS designation from the College for Financial Planning. Like Joe Paterno and Warren Buffet, Wayne intends to work for as long as he is able with the belief that “serving others is our duty and our highest calling”.
WS Wealth Managers, Inc. is focused toward business owners and individuals desiring a secure and independent retirement. WSWMI clients are conservative, with a long term investment perspective, and a special appreciation for the advantages associated with what could be referred to as classic “Growth Oriented Value Investing”—20% Philip and Ken Fisher and 80% Benjamin Graham and Warren Buffett. (see Common Stocks and Uncommon Profits by Philip Fisher-1958 and The Intelligent Investor by Benjamin Graham-1949) We believe that managing risk is just as important as managing growth. We appreciate the value of Modern Portfolio Theory, however we do believe that preparing the investment portfolio for short and long term cash flows with rising income is the best strategy. We also believe that active professional management, with a long term value oriented strategy can “beat the benchmark” and does justify the costs of professional management over the long term. In other words, competence matters.
Account minimums apply but are waived if referred by existing clients or members of our exclusive referral network. WSWMI does not pay for referrals so those that are referred understand that our name has been given due to respect and the reputation we have earned. The initial consultation is free, without obligation.
Please contact:
WS Wealth Managers, Inc.
Wayne Strout, MBA, AAMS ®
Shrewsbury Prof Bldg.
73 E Forrest Ave., Ste 230
Shrewsbury, PA 17361
Business: 800-425-1978
Office: 717-235-2300
Fax: 888-325-0251
email: stroutmail@yahoo.com
Disclosure Information
WS Wealth Managers, Inc.
WS Wealth Managers, Inc. is a registered investment adviser firm offering a complete range of Wealth Management services-providing a fiduciary standard of care.
Wayne Strout, MBA, AAMS ®
President/CEO/CCO
Investment Adviser Representative
Scott Sebring
Vice President
Investment Adviser Representative
Investment advisory services by WS Wealth Managers Inc., a registered investment adviser. Securities thru Glen Eagle Advisors, LLC, Member of FINRA and SIPC. Clearing thru Pershing LLC, Div of Bank of New York Mellon Corp. WS Wealth Managers Inc., Glen Eagle Advisors LLC, and Pershing LLC are not affiliated.
Services include Fee Based Financial Planning, Financial Consulting, and Investment Monitoring, as well as Fee Based discretionary and non-discretionary Investment Advisory, Management and Supervision. Services are available for client accounts maintained at Glen Eagle/Pershing as well as at other broker dealers. (For more information, the firm’s Form ADV, CRD# 146497; SEC# 801-69125, can be viewed at www.adviserinfo.sec.gov or a copy is available upon request. A copy of the firm's ADV Part II is available upon request-it is not online.)
Wealth Management is a process that should include advice regarding business owner and executive benefits, brokerage and insurance products such as annuities, long term care insurance, disability and life insurance. Smaller accounts and specialty accounts such as Custodian and 529 College Savings Plans sometimes are better suited to the brokerage only model. WSWMI provides administrative support for these services offered thru the related firm, WS Wealth Managers:
WS Wealth Managers
WS Wealth Managers is a firm comprised of employees of WS Wealth Managers, Inc. acting individually in their specific licensed capacity as Registered Representatives for the broker/dealer network/organization comprised of Glen Eagle Advisors LLC (acting as Introducing Broker Dealer) and Pershing LLC, division of Bank of New York Mellon Corporation (acting as Clearing/Custody Broker Dealer)
In addition, WS Wealth Managers is a firm comprised of employees of WS Wealth Managers, Inc. acting individually in their specific licensed capacity as Agents for a general insurance agency and/or Agents working independently with major life/health insurance companies such as The Hartford.
Wayne Strout, MBA, AAMS ®
Financial Advisor
June 2008…
Scott A Sebring
Financial Advisor
Securities thru Glen Eagle Advisors, LLC, Member of FINRA and SIPC. Clearing thru Pershing Div of Bank of New York Mellon Corp.
See www.waynestrout.com for more information
Wayne Strout
73 East Forrest Avenue
Suite 230
Shrewsbury, PA 17361
ph: 800-425-1978
fax: 888-325-0251
alt: 717-235-2300
wayne