About

Steering Your Wealth Towards INDEPENDENCE

At Wassey Wealth Management, we believe financial independence is more than a number on a statement -- it is the freedom to make choices on your terms. Whether you are planning for retirement, protecting your assets, or building wealth for the next generation, we are here to help you navigate with clarity and confidence.

A Team That Understands You

Every race has a different finish line. Your financial goals are unique to you -- shaped by your values, your timeline, and your vision for the future. We do not believe in generic plans or one-size-fits-all advice. We believe in listening first, then building a strategy that fits your life -- not the other way around.

Schedule a Discovery Meeting

Our Process

1
Opening Meeting
We start by getting to know you and understanding your financial goals.
2
Initial Analysis
We review your current financial situation and identify opportunities.
3
Partnering With Us
We present our recommendations and formalize our partnership.
4
Portfolio Onboarding
We implement your customized financial strategy.
5
Ongoing Relationship
We monitor your progress and adjust as life changes.