INVEST WITH US AND RELAX
With over 25 years of experience as investors, we have a deep understanding of each asset class, institutional relationships, and a network that gives us access to private investment opportunities. Our methods widen your investment universe to create solutions that are right for you.
THE W/w DIFFERENCE
Our approach creates solutions that can utilize public markets and private investments. By expanding the options traditionally available to individual investors, we can customize portfolios to meet each client's unique needs. Additionally, we can capitalize on opportunities created when the market environment changes. This flexibility helps us generate cash flow, minimize market volatility, maximize the power of compounding returns and more.
COMPLEMENTED BY COMPREHENSIVE SERVICE
In our role as your outsourced family office, we're here to quarterback your overall financial picture and support you with a variety of comprehensive services.
Experienced Team
Our advisors have over
25 years of experience
creating financial solutions.
Network of Professional Services
We have the relationships with other financial service providers to meet your needs. These include taxes, legal, and insurance.
Estate Planning
We work with your estate planning attorney to create the right estate plan for you and your family.
Consolidated Reporting
We have the tools to track all your financial assets as well as your liabilities, insurance, home value, and hard assets such as your boat.
Tax Strategy
We manage portfolios to reduce taxes before and during retirement.
A Second Opinion
There are decisions you need to make that may benefit from the opinion of someone you trust who is familiar
with your financial situation. We can provide that.
Financial Planning
Our Certified Financial Planner is here to assist you in creating a path to achieve your financial goals.
Other Considerations
We can structure your portfolio to match the social issues you care about, be it justice, the environment,
or views on faith.