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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Financial Hub

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ASK US

ACCOUNT VIEW

NEWS & UPDATES

Schedule An Appointment

UPDATE YOUR INFORMATION

FINANCIAL PLANNING

OUR FIRM

GUIDED WEALTH PORTFOLIOS

FINANCIAL HUB

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HAPPENING NOW

Happy Two-Year B-Day Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024

The October 13 rally that ended the bear market at a low of 3,577.03 began with the S&P 500 selling off in the morning only to rally dramatically higher into the market close. The CPI report earlier in the day showed headline inflation at 8.2% on a year-over-year basis, but Core CPI ─ not including food and fuel prices ─ beat the consensus estimate at 6.6%. The S&P 500 closed at 3,669.91 and the bull market had commenced.

Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024

When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is also a real tangible asset and can act as a potential hedge against inflation or a safe haven during times of crisis.