A complete list of active advisors currently associated with The W & W Group LLC

Warmer can help you find a great advisor at The W & W Group LLC or one who fits your needs even better.

The W & W Group provides customized investment advisory and portfolio management services to individuals, trusts, estates and retirement plans, generally without imposing a firm-level account minimum. It offers both discretionary and non-discretionary management and discloses that it sponsors a wrap-fee program that bundles transaction and custodial costs into its advisory fee. The firm’s investment process draws on fundamental, technical and cyclical analysis and is oriented toward a generally long-term strategy while permitting shorter-term trading for rebalancing or client needs. Accounts are monitored on a regular and continuous basis, clients receive periodic reporting, and the adviser does not accept proxy-voting responsibility (clients retain proxy voting authority). What is distinctive about the firm is its scale relative to staffing: it manages roughly $29 million while serving more than 350 clients as a solo advisor, a client load that is uncommon for independent single-advisor firms. The adviser also acts as sponsor and sole portfolio manager of its wrap program and its principal maintains a licensed insurance business, selling insurance products for commissions outside the advisory relationship; the firm also participates in institutional platform relationships (e.g., TradePMR/Altruist) that provide custody and software support.

To learn more about the advisors currently working at The W & W Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Wesley Watkis	Rockville, MD	30

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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