WWA PLANNING & INVESTMENTS

Overview

WWA Planning & Investments is an independent registered investment adviser that combines financial planning with discretionary portfolio management for individuals, families and small businesses. The firm leans heavily on public pooled vehicles for client portfolios while offering a broader advisory menu that includes hourly and fixed-fee engagements alongside percentage-of-AUM billing. Its service set includes retirement and pension consulting, client education and workshops, and conventional wealth-management tasks such as cash flow and tax-aware planning. ESG considerations are explicitly part of the firm’s approach — they identify as an active ESG investor, which suggests integration of environmental, social and governance screens or manager selection criteria into some client portfolios. The adviser is privately owned and not structured as a multi-state or affiliated adviser network; it maintains a hands-on model that mixes discretionary management with a small amount of non-discretionary advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices