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
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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 | Market Update: Tariff Pause Boosts Sentiment, Fed Steadyon May 19, 2025 at 2:30 pm
LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, and the ongoing strength of the U.S. dollar.
- Weekly Market Commentary | Bulls Are on Trialon May 12, 2025 at 3:32 pm
LPL Research discusses trade talks and their market outlook, noting progress but ongoing uncertainty due to tariff risks and economic conditions.
- LPL Research| May 2025 Global Portfolio Strategy | Adding Global Diversification on Growing Trade Optimismon May 8, 2025 at 6:26 pm
Major averages ended a volatile April mostly lower after paring back a deep correction in the wake of the April 2 reciprocal tariff announcement.