The W & W Group LLC

Overview

The W & W Group LLC is an independently operated registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and combines fee-based advisory work with insurance brokerage. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting-type work, and client education through seminars and workshops. The firm does not identify itself as an active ESG investor and is not presented as a multi-state or newly formed adviser. While pension consulting appears among their offered services, the firm’s filing indicates it is not designated as a pension consultant.

Assets & Accounts

Investments & Alternatives