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 | What Could Spook Markets | October 27, 2025
on October 27, 2025 at 4:07 pmLPL Research provides commentary on which risks should be paid attention to as the markets move into the final months of the year.
- Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025on October 20, 2025 at 4:31 pm
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event.
- Weekly Market Commentary | Cockroaches, Canaries, and Credit Markets | October 20, 2025on October 20, 2025 at 12:12 pm
LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit.
