Welcome to W Wealth Strategies


W Wealth Strategies LLC is a full service wealth management firm based in New York City. We assist clients throughout the U.S. who value objectivity and a comprehensive approach to financial planning services.  Our highest priority is to help maximize wealth accumulation and estate preservation strategies for our clients.

 

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. Working with specialized investment professionals helps provide them with a level of understanding and preparedness.

Our wealth accumulation and estate preservation strategies include coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and help clients make smart decisions about money.

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Our company is built on a solid foundation of excellent client service and in-depth industry knowledge.

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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor representative registration requirements, or an applicable exemption or exclusion. W Wealth Strategies LLC W Wealth Strategiesand NPC are separate and unrelated companies.