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 clients best interests should always come first.
Mission
“Our constant pursuit of excellence offers our clients the comfort of custom and balanced life strategies.”
Value Proposition
“Our independence offers personalized strategies through a sincere and educational experience that will help our clients pursue their financial purpose.”
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HAPPENING NOW
- Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026
on January 26, 2026 at 12:38 pmLPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.
- Unearthing the Metals Melt-Upon January 20, 2026 at 8:52 pm
LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook for their durability.
- Rate and Credit View | 2026 Municipal Outlook: Attractive Valuations Amid Structural Shifts | January 13, 2026on January 13, 2026 at 1:16 pm
LPL Research shares insights on 2026 municipal markets, including attractive yields, supply trends, and strategies to help investors navigate rate uncertainty.
