In a world of investment zigging, we ZAG!
From our views on the asset allocation and financial planning process to the way we manage our firm, you can say we’re anything but mainstream! We push back against generally-accepted “standard” approaches to wealth management. No matter the size of your account, you’ll not find cookie-cutter practices at WWM! We’re contrarian by nature, cynical from decades of experience, and have found success by resisting temptation to follow a herd over a cliff. We encourage dissent, we love to banter, and we actively engage with clients about the things that affect their money.