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Wealth Management from WSE

  • Direct Toll Free Order Line
  • Fast Executions with Personal Confirmations
  • Custom Tailored Investment Strategies
  • Registered Options Principles
  • Tailored Investment Strategies
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Portfolio Management Tools

  • CSFB Research
  • Portfolio Review Diagnostics
  • 13 Month Statements
  • Laddered Bond Portfolios 
  • Electronic Statements / Documents
  • Banking Products / Services
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Professional Money Managers

Commission Schedule

  • Flat $29.95 ticket charges for equity orders placed over the web
  • $39.95 plus $.06 per share for orders placed through your broker
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  We'd like to hear from you. If you have any questions or would like to speak with a transition specialist directly please contact us at:
888-925-57830

 
 

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