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
- Global Portfolio Strategy | Staying the Course as S&P 500 Threatens New Highs | June 2025on June 12, 2025 at 6:25 pm
U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best month since November 2023.
- Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025on June 9, 2025 at 1:31 pm
Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which sectors are buying and how it could shape future returns.
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continueson June 4, 2025 at 5:07 pm
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings results, and bond market headwinds.