Client Communication

We have a strong commitment to giving our clients as much information as they need, when they need it.  To that end, we provide access to unbiased market commentary, third party research, and access to articles across the Internet.

 In addition we reach out to our clients on a customized basis, but at least quarterly.  We want our clients as confident as possible in their individualized plans given the various market conditions that will occur during their investing lifetime.  Not only do we review the plan  in its current context, but we give insight to economic and market trends that will impact both the plan and the investments in the long term.

 At W Financial, you are Family.  We want to understand your financial goals. We want to know you well enough to be as concerned for your success as you are.  With that in mind, our conversations are simultaneously business and personal in nature.