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
- Global Portfolio Strategy | Policy Influences Will Be Key for Markets in 2026 | January 9, 2026on January 9, 2026 at 6:19 pm
LPL Research provides 2026 market insights on equities, bonds, and alternatives, highlighting policy tailwinds and AI-driven opportunities.
- Market Insight Quarterly | Q4 2025on January 9, 2026 at 4:18 pm
Market Insight Quarterly | Q4 2025
- Client Letter | Reflecting on 2025, Looking Ahead to 2026 | January 7, 2026on January 7, 2026 at 2:00 pm
LPL Research reflects on 2025’s strong returns, key takeaways, and shares a forward-looking view for 2026 to help investors prepare.


