W INVESTMENTS GROUP
Company

W INVESTMENTS GROUP

Financial Services Miami, Florida, United States 6 employees
Employees
6
Contacts
2
Emails
2

W INVESTMENTS GROUP Overview

Headquarters
Miami, Florida, United States
Industry
Financial Services
Employees
6
Founded
2018
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About W INVESTMENTS GROUP

W Investments Group is a privately-owned wealth management firm with a specialized focus on alternative assets. We serve high-net-worth individuals, and families to grow and preserve their wealth. We work closely with our clients to develop tailored investment strategies that incorporate a range of alternative assets, including private equity, private credit and real estate. We are committed to helping clients achieve their financial goals through careful risk management and a deep understanding of the markets in which we invest. Our firm is known for its rigorous due diligence process, and exceptional customer service. At our wealth management firm, we provide a wide range of services, including investment management, financial planning, tax planning, and estate planning. At W Investments Group, we are proud to offer our world-class wealth management services to clients across the Americas. With a strong presence in the United States, Brazil, Uruguay, and Paraguay, our team is well-equipped to help clients navigate the complexities of the global financial landscape.

W INVESTMENTS GROUP Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage

W INVESTMENTS GROUP Org Chart

Sample employees and titles
Name Title Contact
Brandi Duncan President at W Investments, Llc
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Julie Wallace Leasing and Sales
Email
Louie Tipton Lpl Registered Administrative Associate
Email

Employees by Management Level

Executive 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

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