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 | Corporate America Cleared a High Bar This Earnings Season | November 24, 2025
on November 24, 2025 at 1:40 pmLPL Research examines a third quarter earnings season that is winding down over the next couple of weeks and has once again met Wall Street’s high expectations.
- Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025on November 20, 2025 at 8:50 pm
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond correlations and evolving Fed policy.
- Weekly Market Commentary | Early Keys to 2026 | November 17, 2025on November 17, 2025 at 1:36 pm
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. LPL Research examines their early keys to 2026.
