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
- What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024on October 28, 2024 at 9:45 am
LPL Research discusses some economic and market risks that, in honor of Halloween, might scare investors in the months ahead and lead to more market volatility.
- Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024on October 21, 2024 at 9:45 am
LPL Research previews Q3 earnings season, identifies key drivers of results, and discusses several factors supporting the earnings outlook for the coming year.
- Happy Second Birthday Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024on October 14, 2024 at 9:45 am
LPL Research celebrates the bull market's second anniversary and discusses if the market can continue to run higher.