Here to protect, manage and grow your wealth
How we are Different
No account minimums
W Wealth Advisors serves clients ranging from novice to the most experienced, and we don’t believe large account minimums should stand in the way of investment opportunities.
Every client is unique
Our clients are individuals, businesses and entrepreneurs with varied and unique goals. We work closely with you to understand your life, your business and your financial goals. We are committed to providing our clients with investment solutions to a variety of financial needs and have the belief that not one investment product fits all.
Transparency on every level
We are simply stewards of your money and we welcome your involvement. Our core belief is that our clients should be fully informed about our processes, obligations and fee structure.
Our philosophy
We guide you through every phase of your financial life: from developing your wealth to achieve what is important to you, to transitioning assets to future generations. We partner with you and act in your best interest to ensure your long-term financial success. In short, we succeed when you succeed!
W Wealth Advisors was founded on the principle that investors deserve an innovative, transparent, and service-oriented approach to investment management. We make every effort to make sure we differentiate ourselves from typical money managers to create a unique, individualized experience.
Trusted
In this new era of portfolio management, clients need a more transparent approach to investing. W Wealth Advisors believes the era of execessive and hidden fees are coming to an end, and that our management fees should be based on performance. Our open, transparent, hands-on-approach is truly unique in the financial services industry and believe that we only succeed when you succeed!
Innovative
Our clients are individuals, businesses and entrepreneurs with varied and unique goals. We work closely with you to understand your life, your business and your financial goals. In addition to using tried and true methods, W Wealth Advisor uses cutting-edge technology to achieve low-cost, efficient investment options. One of our specialties is expertly building, curated portfolios designed to help you build wealth over the long term while keeping costs to a minimum.
Disciplined
W Wealth Advisors is committed to providing our clients with investment solutions to a variety of financial needs. Our customer driven process is founded on the belief that not one investment product fits all. Our "client-centered approach" is evident during every phase of our investment management process. From the initial meeting to on-going portfolio management, W Wealth Advisors encourages client involvement.
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A fiduciary, not some of the time, but all of the time!
A fiduciary is a person or legal entity, such as a financial firm, that has the power and responsibility of acting for another in situations requiring total trust, good faith and honesty.
W Wealth Advisors takes pride in adhering to the fiduciary standard and we have an obligation to act in your interest only; our recommendations are for your benefit, not ours.
Our only source of compensation is from clients, reducing or eliminating any conflict of interest.
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W Wealth Advisors differs from most investment firms as we are only compensated by clients and not by any outside firm.
Typically, "fee-only" advisers conduct their business under a "fiduciary duty”, which means by law, they must have their clients' best interest at heart.
W Wealth Advisors operates as a "fee-only" advisor and believes that our clients should be fully informed about our processes, obligations and fee structure.
There are never any hidden fees.
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Most clients accounts are held at Pershing, the world’s leading clearing firm and is a wholly owned subsidiary of Bank of New York/Mellon Bank. BNY is the oldest bank in the U.S. and has more than $35 trillion in assets under custody.
Since 1939, Pershing has been providing brokerage execution services to broker-dealers and has 80 years of innovation and experience, ranked #1 clearing firm with $2.0 trillion in clients assets
Over 100,000 financial professionals use Pershing’s platform to serve 7 million investor accounts globally.
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W Wealth Advisors offers a digital platform that provides automated, goal-based algorithm-driven investment services.
The main advantage is a low-cost alternatives to traditional advisors services. By streamline operations, providing electronic forms and statements, online platforms can offer services at a fraction of the cost of most investment management firms.
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W Wealth Advisors has been working with fans and listeners of Dave Ramsey as a SmartVestor Pro for the last five years. We have been carefully vetted and our values match that of Dave and the rest of his team.
How we work together
Get to know each other
An introductory meeting is a great opportunity to learn about your financial goals as well as ask about the types of services we offer, our methods and experience.
Noted radio personality Dave Ramsey offers suggestions on what to expect and what to ask when looking for an investment advisor.
Create a financial plan
A financial plans serves as a blueprint for you success. By getting to know your time horizon, risk tolerance, cash-flow, net worth, and financial goals, we work together to create a measurable and sustainable financial plan.
Monitor results and meet regularly
W Wealth Advisors actively reviews your accounts and appreciates your involvement in the process. At a minimum, we meet quarterly to go over your accounts and as stewards of your assets, we encourage your involvement.
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Schedule a phone, video or in-person meeting to get started on reaching your goals and achieving your financial dreams.
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- Your Current Financial Situation
- Tax returns and deduction strategy
- Company-sponsored retirement plans
- Review retirment projections
- Asset allocation
- Savings strategy
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We work together to build a custom investment strategy based on your individualized need. We don’t use a one-size-fits-all approach to portfolio management.
We do this by choosing optimal investment structures, both domestic and internationally, utilizing a proper mix of securities to obtain the proper asset allocation or to achieve the recommended investment plan.
We offer a variety of financial plans including college planning, asset allocation modeling and retirement analysis at NO COST.
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W Wealth Advisors provides on going investment supervisory services. We monitor and make necessary changes.
We regularly:
• Actively rebalance to the changing market
• Tax harvest gains and losses
• Rotate sectors to increase return probability
• Adjust portfolio to adapt to market changes
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We encourage client involvement at every level and communicate weekly, monthly or as needed. At a minimum, a quarterly meeting is an opportunity to review progress and to re-visit goals.