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 PLANNING
OUR FIRM
GUIDED WEALTH PORTFOLIOS
Financial Hub
ASK US
ACCOUNT VIEW
NEWS & UPDATES
Schedule An Appointment
UPDATE YOUR INFORMATION
FINANCIAL PLANNING
OUR FIRM
GUIDED WEALTH PORTFOLIOS
FINANCIAL HUB
HAPPENING NOW
- Weekly Market Commentary | Seven Takeaways From a Dizzying Week For Markets | August 4, 2025on August 4, 2025 at 2:53 pm
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more.
- Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025on July 28, 2025 at 12:48 pm
LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising delinquencies, and shifting market leadership.
- Rate and Credit View | Making Mortgage Finance Private Again | July 2025on July 25, 2025 at 5:36 pm
LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on mortgage rates, credit access, and the MBS market.