Your Quarterly Wealth Management Program Report
At every step, W & W Investment Firm award-winning Investment Research Group analyzes the client's position as per market conditions. Using sophisticated reporting technology, we prepare a Quarterly Wealth Management Program Report that provides performance information, accounts for every transaction and asset, and "reconciles" the portfolio according to the strategy for each account.
Clients are notified by way of email that their report is available in our secure online document storage area. All confidential transmissions and data remain protected at every point. Clients then can access confidential information housed in MyW & W Investment Firm, LLCVault at any time.
While prepared in simple, easy-to-understand language, we encourage our clients to call or meet with their advisor to discuss any questions or concerns they may have.
From engagement, to implementation, to portfolio and market monitoring, at W & W Investment Firm, LLC, we offer unmatched caring and expertise to make your life goals reality.
