Our Firm
At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures. Our team of experienced financial advisors specializes in a range of services, including retirement planning, investment management, income spend-down strategies, wealth management, tax planning, and estate planning.
Our Approach
Our approach is centered around providing personalized financial planning and advice that is tailored to the specific needs and goals of each of our clients. We take the time to understand each client's unique situation and work closely with them to create a long-term, one-on-one relationship. Our open architecture approach ensures that our clients receive objective, independent advice.
Independence
As an independent financial planning firm, we are not affiliated with any major money manager, bank, or captive brokerage firm. This allows us to provide impartial, objective advice that is in the best interest of our clients. We are committed to recommending investments and services that align with our clients' goals, reducing potential conflicts of interest.
Fiduciary Responsibility
At W Financial Advisors, we take our responsibility to our clients seriously. We are committed to the highest fiduciary standard, meaning we are legally obligated to act in our clients' best interests. Our clients can trust that we will always act in their best interest, providing transparent and honest advice.
At W Financial Advisors, we strive to provide the best of both worlds - the resources and experience of a large national brand, combined with the flexibility and personalized attention of a local boutique firm. Whether you're a pre-retiree, retiree, high-net-worth investor, or business owner, we're here to help you pursue your financial goals.