W Wealth Advisors

W Wealth Advisors is a fee‑only investment adviser that provides portfolio management, financial planning, hourly consulting, and retirement-plan advisory services to individuals, corporations, trusts, foundations, and employer-sponsored retirement plans. The firm’s Form ADV reports approximately $17.9 million in discretionary assets and lists services that include pension consulting, selection of other advisors, and participant education for retirement plans.

The brochure describes a client‑centered, customized process that begins with a client profile and Investment Policy Statement and uses both fundamental and technical analysis to construct portfolios. Portfolios may combine active and passive strategies across equities, fixed income, ETFs and other vehicles, and the firm monitors and rebalances accounts on an ongoing basis while offering both discretionary and non‑discretionary management and access to third‑party model marketplaces and tax‑management tools.

Compared with many peers, W Wealth Advisors explicitly discloses ongoing work for institutional and pension clients and the ability to assume fiduciary responsibilities for employer plan sponsors, including provider due diligence and plan conversion assistance. The ADV also details platform relationships with Betterment, Altruist and Charles Schwab—including receipt of non‑economic benefits, fee waivers or reimbursements and access to model and tax tools—and states that the firm uses endorsements in advertising while regularly reviewing investor communications as part of its compliance program.