Our Independence is Your Advantage

W Investments is a fully independent, partner-owned, and operated financial services firm. Our independent structure is designed to help eliminate the distractions often encountered by advisors operating in large corporate-owned firms.

For our investment advisory clients, our business model and approach allow us to act like fiduciaries, which means our client's best interests should always come first.

• We provide objective financial guidance and strategies.
• We answer directly to you—our client, not to a corporate parent or to stockholders. And since we’re not product manufacturers or distributors, we’re able to maintain objectivity throughout the planning and investment process.
• Our independence enables us to provide you with objective financial guidance tailored to your individual needs and circumstances.
• We believe it’s in your best interest to manage your assets, and with full access to objective research.