WWA is a NYC-based registered investment advisory firm dedicated to harnessing the power of money to the benefit of our clients by providing them with the most favorable options for their financial well-being. We achieve this aim through our financial planning and investment management services, whereby we develop customized solutions tailored to attaining our client’s unique goals. We specialize in helping mid‑career professionals and business leaders create and preserve wealth.
What we do
As an unaffiliated, independent boutique advisory firm, our interests are aligned first and foremost with those of our clients. Indeed, because we value the privilege entrusted to us, we are committed to the following principles in all our dealings with clients:
- – putting the client’s best interests first
- – acting with due care and in utmost good faith
- – counseling clients honestly and impartially
- – providing full and fair disclosure of all material facts
- – communicating all material conflicts of interest
Benefits to our clients
A successful financial advisory relationship is as much about behavior modification and emotional support as it is about making recommendations based on numbers and percentages. By working with WWA, clients have enjoyed these key advantages:
Harmony: If a client’s financial life were a piece of orchestral music, we serve as the maestro, directing and guiding each component to work in tandem with others.
Efficiency: We help clients to reap savings on debt, investment and insurance expenses and to maximize returns on their hard-earned dollars.
Customization: Our personalized and flexible service offerings ensure our client’s individualized objectives can be realized.