Menu Open

THE WWM DIGITAL ADVISOR PLATFORM

ACTIVELY ENGAGED IN YOUR FINANCIAL PURSUITS

The modern investor is faced with many unique challenges. Increased demands on your time along with the speed and complexity of today's financial markets make the need for trusted financial guidance more important than ever. WWM is your advocate, positioned to help you make your idea of financial success more achievable.

WWM DIGITAL ADVISOR SERVICE OPTIONS INCLUDE:

WWM iPlan

Are you just starting your career and new to investing? Are all of your investable assets held in your 401k or other company sponsored retirement plan? Or maybe you have been investing for years without a real plan and just hoping things work out? No matter which season of life you find yourself currently, WWM iPlan can help bring order, discipline and direction in the journey to reaching your financial goals.

What's Included in Your Plan:

  • Individual risk assessment
  • Comprehensive annual financial review with basic subscription
  • Comprehensive bi-annual financial reviews with premium subscription
  • Allocation guidance on assets held outside of WWM
  • Personalized e-Money financial planning website
  • Access to experienced financial advisors

Service Cost

BASIC SUBSCRIPTION

$50 per month

PREMIUM SUBSCRIPTION

$75 per month

WWM 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. Experience the difference today!

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.

IPLAN ADD-ON SERVICE

iPlan offers a simple and straightforward approach to goal based financial planning. Qualify for a discounted rate of $25 per month if you have a minimum of $25,000 invested in the iAdvisor platform. Normal iPlan subscription rates apply on balances less than $25,000.

NOT SURE WHICH WWM PLAN IS RIGHT FOR YOU?

X