Wealth Science™ Advisors

We invented Money Happiness™ from quantitative research and decades of experience.

There’s a reason why people come to us with estates, retirements, their generational wealth and their first paychecks. Our clients call us when they have big decisions to make. We believe that reason is because they trust us.

We have the research to show that your personality drives your money decisions. We know money is emotional. By understanding you as an individual, we can create a personalized plan that will help you be happier with your money and your life.

“Simplicity is the ultimate sophistication.”

— Attributed to Leonardo da Vinci

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if WSA is engaged, or continues to be engaged, to provide investment advisory services.