• Expert financial planning
  • Investment management
  • Tailor-made for you

W & W Investment Firm, LLC

That's W & W Investment Firm signature

W & W Investment Firm, LLC is a client-driven, independent wealth management firm that delivers expert financial guidance to fulfill your ambitions.

We're a team of experts with a variety of learned credentials and experiences who understand how unique, complex and highly sensitive your situation may be. That's why our wealth managers take the time to understand you and your circumstances beyond traditional financial matters.

This unconventional approach enables us to deliver superior results. Moreover, it helps to ensure you moving toward a more financially secure and promising future.

Our mission is simple: to provide unmatched caring and expertise to help you realize your life goals.

Clients' interests come first

Who we are

Having the profound experience of an institutional investment organization and the entrepreneurial spirit of a boutique firm, W & W Investment Firm, LLC is different from any other company in its investment advisory practice.

We are client-focused, results-driven and wholly accountable. In stable and challenging times, we strive to be a source of strength and guidance for our clients.

Our mission

Individuals, families, trusts, foundations, pension and other institutions have come to rely on our philosophy, mission and singular focus to be people-based and relationship-oriented. We are advocates for our clients, who entrust us with their investment and retirement planning needs.

We've built a team of experts with credentials including J.D.s, LL.M.s, CPAs, Ph.D.s, MBAs, CFP@s and CLUs. Their backgrounds in investment, financial planning, law and taxation are unsurpassed in the marketplace. While offering comprehensive wealth management services is not unique, our systematic and research-based approach make it exceptional. Due to our centralized investment portfolio and unusual blending of active and passive management, we consistently outperform benchmarks. Our distinct peer review system coupled with centralized operations group, offer an added level of quality control.

How we work

At W & W Investment Firm, LLC, we also take pride in our independence. We do not sell or promote any investment or insurance product. Instead, based on the reporting of our diligent and insightful investment research team, we recommend investments and securities best suited for each client's unique situation. As a result, through cyclical markets - where resilience begets favorable returns - our identification of and reliance upon segment-skilled managers deliver an opportunistic investment strategy unique to each client.

We consistently strive to provide a coordinated approach to achieving each client's financial goals by integrating financial planning with investment management.

W & W Investment Firm, LLC has built its success on the talent of its employees

Leadership & Staff
WILLIAM PETERSON JR
Presedent
BOSWORTH John
Director
JENKINS Magnus
Director
HALL Phyllis
Business Analyst
BENSON Evan
Development Manager
CHARLSON Justin
Development Manager Assistant
BOOTMAN Jekson
Investment Management
MOOR Madeleine
HR Assistant
BLARE Shelley
Administration Executive
BAHADUR Dipak
Operations Clerk
FRANCIS Darlene
Client Services Representative

What we do

A platform to seize the best opportunities

Process & Structure

W & W Investment Firm, LLC unites industry-leading financial planning and investment management with an uncommon, client-driven approach

Whether you're a retiree seeking advice on wealth preservation and estate financial planning, a business owner looking to protect and grow what you currently have, or you need family financial planning, W & W Investment Firm, LLC promises creative solutions for a wide range of complex and highly sensitive circumstances.

At W & W Investment Firm, LLC, building relationships is just as important as building a financial plan

Understanding your situation, your financial objectives and life goals helps us to secure your future.

Well before you sign an engagement letter, you and your financial advisor begin to build a relationship. At this point, the strategy is further refined into your Investment Policy Statement and Implementation Plan. New accounts are established and your investment portfolio is implemented.

We partner with you every step of the way.

Once you're paired with a W & W Investment Firm advisor, we become your ally and confidant. Together, we develop a relationship borne of a singular, shared mission of achieving your goals.

As partners, we:

  • Collaborate (with one another, other W & W Investment Firm specialists and network resources)
  • Analyze financial positions
  • Review income
  • Track strategic investments
  • Plot a path of security
Learn More

Financial solutions

Institutions

W & W Investment Firm, LLC has served institutional clients for more than 3 years. Interestingly, the very first organization that became a client remains a client today. We believe that says something about how well we serve the needs of these unique clients.

Learn More

Individuals and families have very personal goals, expectations, preferences, and circumstances. Only in the context of relationship can these vitally important characteristics be discovered, understood and incorporated into a holistic plan.

Learn More

Individuals

Financial solutions

Institutions

W & W Investment Firm, LLC has served institutional clients for more than 3 years. Interestingly, the very first organization that became a client remains a client today. We believe that says something about how well we serve the needs of these unique clients.

Learn More

Individuals

Individuals and families have very personal goals, expectations, preferences, and circumstances. Only in the context of relationship can these vitally important characteristics be discovered, understood and incorporated into a holistic plan.

Learn More

Alternative Investments

Alternative Investments

The currency of the future

Next-Generation Alternative Investments - Cryptocurrency Bitcoin

Bitcoin is emerging as a viable alternative asset class for institutional and retail investors alike. It has an immense amount of investment potential and is unlike any investment product in the world today.

Investing in bitcoins offers exposure to a global technology used by thousands of companies across dozens of sectors worldwide, and the ecosystem is only growing giving it a wide range of investment and business opportunities.

How it works

At the heart of bitcoin is the blockchain, a technology that renders bitcoin a truly innovative product. The blockchain is a public ledger of all transactions in the network whereby any transaction is verified within 10 minutes. Compare this to the lengthy verification times of credit card transactions or domestic and international wires. Further, the blockchain stands as immediate, incontestable proof of all transactions and creates a permanent, immutable database.

Blockchain's applications have the potential to stretch far beyond bitcoin, and companies and individuals are already leveraging the technology to modernize key products and services across a variety of industries. Remittances, payment processing, personal banking, auditing, secure data transmission, information hashing, securities settlement/clearing and traditional financial trading are just a handful of examples of its possible applications.

Why invest in bitcoins

Bitcoin may be a more attractive investment vehicle than you think. Traditionally, most people have approached bitcoin as a digital currency. Although that is one of its principal uses, the blockchain is an important technology with a bright future ahead.

Bitcoin has a much larger addressable market than most traditional financial products, securities and investments. Both large institutions and retail investors are jumping onboard.

W & W Investment Firm, LLC offers investment portfolios for Bitcoin currency and Blockchain's applications. Contact your personal adviser for more information.

Contacts

W & W Investment Firm, LLC
1505 KINGSTON RD, PERRY, GA, 31069, USA
+1 (626) 367-0140