WING

Overview

Wing operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm targets individual and family clients and combines financial planning with real estate brokerage activity. Investment behavior is modest in scale and skewed toward publicly traded equities; Exchange Traded Equities make up the large majority of the firm’s invested assets. Wing charges clients either a percentage of assets under management or fixed fees, and it does not position itself as an institutional capital allocator. Given its profile, Wing appears to run a straightforward advisory model: financial planning paired with liquid equity exposure, supplemented by access to real estate exposure through third-party managers. The firm is not an active ESG investor, does not operate across multiple states, and is not listed as a pension consultant or related-adviser network member.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices