Meet Our Team

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.

Financial advice should feel personal. We put your goals at the center of every decision.

Our Philosophy

Letter from the President - Daniel Weiss

W Financial Advisors was built on an independent platform, one where we never wanted to limit what we could do for our clients. Our suite of services allows us to help our clients with all aspects of their financial lives. We believe, as fiduciaries, it is our responsibility to always act in the clients’ best interests and build a plan that is right for them. We take pride in getting to know our clients on a personal level; each proposal, each plan that is built, is tailored specifically to the individual. Once completed and implemented, communication is key as we work together on an on-going basis. We want everyone we work with to feel comfortable and confident knowing that we are in this together to fortify our future success and growth.

To all existing clients, we thank you for being a part of this community, a part of this financial family. To all prospective client, we look forward to getting to know you on a personal level and helping however and, whenever we can.

Daniel J. Weiss

Daniel Weiss

President, Financial Advisor