What We Can Offer You


Different phases of your life will likely require a different investment strategy to both accumulate the wealth you require for retirement, and to preserve those assets as you enter into retirement age. An investment plan will analyze your investments, making specific recommendations for specific strategies that not only fit your overall financial plan, but work within your own personal risk tolerance.

W & W is a different kind of financial advisor. As a Registered Investment Advisor (RIA), we do not increase our income by trading stocks and positions within your portfolio. Because we do not receive commissions or other fees from investment companies, we are free to recommend the investments that are in your best interest and free of financial conflict. Our fee structure is simple, easy to understand and not based on constantly buying and selling. When your wealth grows, our practice grows, making us your partner in building a financially secure future.

Investments and Account Types W & W Manages

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Certificates of Deposit (CDs)
  • Brokerage Accounts
  • Employer Retirement Accounts (401K, 403B, TSA etc.)
  • Individual Retirement Accounts (Traditional, Roth, Rollovers, Beneficiary etc)
  • Variable Annuity sub-accounts
  • Alternative Investments

W & W’s Commitment to You

Investment accounts are a valuable vehicle for getting a valuable return on your investments. The team at W & W strongly encourages annual meetings with our clients to discuss any changes in lifestyle, circumstances or future plans. This review provides our clients an opportunity to review their progress in meeting goals, adjust their strategy and ask questions about current market conditions and whether a change in strategy is appropriate.

Common Questions

  • I keep hearing diversification is important. What is it and why is it important?
    Balance is the key to successful investing. At different times in your life, that balance may shift from more risk being appropriate, to less risk being appropriate. However, even with these natural fluctuations based on circumstances, one thing is nearly always true, it is never wise to have all your “investment eggs” in a single basket. Yesterday’s market, today’s market and tomorrow’s market are likely to be very different. In a world where a single Tweet sends stocks soaring or falling, diversifying your portfolio is critical to preserving your long-term accumulation goals. W & W can help to educate and guide you on an appropriate portfolio based on your specific circumstances and work with you to achieve your goals.
  • Why should I pay a professional when I can pick my own stocks and manage them myself? 
    The Registered Investment Advisors at W & W Group work tirelessly to identify investment options that are a good fit for their clients. Our longevity in the field, combined with our in-depth interview of clients and commitment to quality service means that you are free to do what you do best, live a full life, while letting our professional staff do what they do best, help you reach your financial goals. While picking a winning stock in the short-term can be fairly simple, creating a diversified portfolio that will stand the test of time and market volatility requires constant vigilance and care.