The W & W Group LLC

The W & W Group provides customized investment advisory services to individuals, trusts, estates and retirement plans and reports managing about $23.8 million in client assets across discretionary and non‑discretionary accounts. The firm generally does not impose an account minimum and uses percentage‑of‑assets fees billed quarterly, with client statements provided by the custodian.

Investment decisions are informed by fundamental, technical and cyclical analysis and typically follow a long‑term orientation while allowing shorter‑term trading for rebalancing or liquidity needs; accounts are monitored on a regular and continuous basis and clients have direct access to the firm’s portfolio managers. For clients who participate in the firm’s wrap program, transaction and custodial costs are combined into a single bundled fee.

Noteworthy differences from many peers include an unusually high client load for a single‑advisor practice—roughly 300 client relationships—which is likely to affect service scale and advisor capacity. The firm also acts as sponsor and sole portfolio manager of its own wrap fee program, operates on institutional custody platforms (TradePMR and Altruist), and discloses that its principal is a licensed insurance professional who may separately receive commissions for insurance products, a potential conflict of interest explained in the brochure.