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
- Weekly Market Commentary | Happy Anniversary Bull Market | October 13, 2025
on October 13, 2025 at 12:19 pmThis bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.
- Market Insight Quarterly | Q3 2025on October 9, 2025 at 7:18 pm
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
- Global Portfolio Strategy | Solid September, But Shutdown Clouds Start of October | October 7, 2025on October 7, 2025 at 7:36 pm
Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy.
