Privately Held & Independent

External influences, such as an investment banking, insurance, or investment management relationships, do not impact our approach. Accordingly, the firm is not in the “commission” business. Without exception, W&A’s efforts are provided on a fee-for-service basis. Quite fittingly, clients rest assured that our mutual interests are properly aligned and free from any potential conflicts.


We have cultivated a reputation for honesty, integrity, technical excellence, and genuine concern for clients.

We are passionate about our reputation,
our value proposition, our mission, our clients, and their success.

We welcome the opportunity to serve you.

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