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WWM QUIZ RESULTS

WE RECOMMEND WWM IADVISOR

Since you have investable assets outside a company 401K or retirement plan, we recommend iAdvisor. You may be surprised to find out that an overwhelming number of professional asset managers underperform the overall markets. WWM is different. We do not shy away from the fact that our job is to perform at a high level for our clients. A relationship with WWM means partnering with an asset management firm who cares as much about the growth and protection of your assets as you do.

WHAT'S INCLUDED IN YOUR PLAN:

  • Active portfolio management
  • Multiple account options including Traditional IRA, Roth IRA, Trust accounts and more
  • Risk-based allocation models
  • Proprietary equity research
  • Risk management algorithms
  • Access to e-Money personalized website by subscription
  • Access to experienced financial advisors

SERVICE COST

iAdvisor is a fee-based asset management program. Please sign up for a WWM account and we will contact you with a customized fee proposal.