The BAM Alliance

WS Wealth Management is a member of the BAM ALLIANCE. The BAM ALLIANCE is a community of more than 140 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:

We believe in delivering unbiased, transparent, evidence-based advice. We believe every investor is unique — each requiring custom, comprehensive wealth management solutions. We believe that doing what’s best and doing what’s right must be one and the same. These principles stand in sharp contrast to those held by many in the financial services industry, who play a rigged Wall Street game that often puts their own interests ahead of their clients’. Within the BAM ALLIANCE, we believe that by putting our clients’ interests first, we achieve more together.

Attracted to our unbiased advice, our evidence-based approach to low-cost investing, and our ability to deliver on the promise of true wealth management, more than 18,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country. This represents more than $26.2 billion of collective assets as of March 31, 2016.

Schwab Institutional

We use Schwab Institutional as the custodian for the accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name, at Schwab.

Dimensional Fund Advisors

We primarily utilize Dimensional Funds to implement our recommended evidence-based approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.