“We Are Building Strong Futures”
Ways2Wealth Services, LLC is a family-owned financial consulting firm, founded in 2015. Our goal is to ensure the expectations of every client we encounter are met providing them the capabilities to build financial wealth.
“Behind the success of every small business, there is a FAMILY!”
We are passionate about helping both individuals and businesses with increasing their finances, managing assets, evaluating market trends, and reducing financial risks. Our goal? To safeguard the dreams you have worked so hard to achieve and protect the assets you have made every effort to acquire.
MEET THE CEO
Catherine Willis, Chief Executive Officer
Mrs. Willis founded Ways2Wealth Services, LLC in 2015 with a vision brought on by the needs of clients whom she encountered during her tenure in the banking industry. As a personal banker, she met many individuals, both personal and business, who lacked the financial knowledge and resources needed to accomplish their financial goals. With her knowledge and expertise in finance, she left the banking industry and started Ways2Wealth Services to continue to support clients who require guidance on their financial journey.
Mrs. Willis has received master degrees in business administration, finance, and policy in the public and non-profit sectors which she obtained from Barry University. She has over 15 years of experience in business and finance including expertise in customer service within the banking and retail industries. Mrs. Willis is committed in providing every person she meets with an opportunity to a fresh start regardless of their past experiences. Whether assisting with tax preparations, notarizations, or crafting long-term financial plans, she is dedicated to helping clients achieve financial clarity with confidence.