Services we offer

Investment services

 

Portfolio management

 

As a wealth manager, we specialize in asset selection and portfolio management. Our strength is securities selection and implementation. W Wealth Advisors offers ongoing continuous investment supervisory services and portfolio management on a discretionary or non-discretionary basis.

Traditional investments

 

W Wealth Advisors offers an array of investment products such as mutual funds, government securities, exchange-traded funds (ETF's), money market instruments, CD's, stocks, commercial paper, options, fixed-income instruments, bonds, index-annuities and variable annuities. Contact us for a complete list of investments available.

We utilize over 14,000 mutual funds with over 8.000 at "no transaction fee" or with “load waived." In many circumstances (for purchases over $5,000) W WealthAdvisors may purchase most load funds under a load-waiver for our clients.

Retirement planning

 

Even if retirement is still many years down the road, it's never too early to start saving. We can help you understand your needs and create a financial plan for whatever life may present during your golden years.

Retirement plan sponsors

 

One of our primary goals is to educate you on what you are offering as far as a retirement plan. There are so many facets to the different types of retirement plans is nearly impossible to keep track of them all. We try to simplify and organize your financial situation to help you better understand each area and make the most of your retirement plan without adding stress and complications to you or your employees

W Wealth Advisors specializes in helping businesses and institutions, large or small, maximize retirement benefits for owners and employees by setting up specialized retirement plans.

Some of the retirement plan options available are:

  • 401(k) Plans

  • 403(b) Plans

  • Simple IRA Plans (Savings Incentive Plans for Employees)

  • SEP Plans (Simplified Employee Pension)

  • SARSEP Plans (Salary Reduction Employee Pension)

  • Profit-Sharing Plans

  • Defined Benefit Plans

As retirement plans can be quite complex, please contact us to find the plan best suited to your needs.

Alternative investments

 

Certain investors and institutions may require an investment class other than stocks, bonds, or cash. For these investors, W Wealth Advisors offers access to a variety of alternative investments.

Types of alternative investments offered are as follows:

  • Hedge funds and Private Equity

  • Managed Futures and commodities

  • Derivatives contracts (Options)

  • Real Estate

Some of the benefits of alternative investing includes:

  • Risk reduction via portfolio diversification

  • Low correlation to traditional investments

  • Ability to provide absolute returns in various economies

  • Potential hedge against inflation

Alternative investing provides clients the ability to manage risks and the opportunity for better returns.

Innovative solutions

 

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. W Wealth Advisors has forged a relationship with the innovator of robo-advising to combine the best of low-cost efficiency of automated platforms with personal hands on investment supervision,

We offer many unique portfolio options that focuson high-growth potential companies such as clean energy, semiconductors, robots, virtual reality, blockchain, and nanotechnology.

Types of the Innovative suite of portfolios offered are as follows:

  • Decentralized Finance

  • Metaverse

  • Sustainable

  • Universe

Financial planning

 

Creating a financial plan is a collaborative process that involves extensive review and analysis of your current financial situation, as well as your future goals and dreams. Together we create a blueprint for achieving your goals.

W Wealth Advisors uses RightCapital, a leading provider of software for investment advisors.

Financial education

 

You mean far more to us than an investment portfolio. From helping you understand the complex financial market, to sharing an objective view and analysis of your spending habits, client education is at the core of our approach.

We aim to build a lasting relationship with you by developing mutual trust and respect.

Tax strategies

 

W Wealth Advisors employs a variety of new techniques to assist in reducing tax liability. Tax-Coordinated Portfolios and Tax-Loss Harvesting are a few of the innovative approaches we use.

Cash flow and budgeting

 

It may not be possible to predict the future in business, but a cash flow budget can help. Putting together a cash flow budget involves scrutiny of your sales and expenses, so that you know how much money you’re likely to have on hand a few weeks or months from now.

Social security planning

 

Many of our clients are not sure when the best time to collect Social Security benefits. Our in-depth social security analysis helps assist making difficult lifelong decisions.