About W Investments
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.