About

With WWA Planning & Investments, you pay for our time and our knowledge. We take a holistic approach by incorporating our clients' values, fears, and dreams into the planning process. We are trained to see the context and ask the right questions, questions that you probably did not know would have an impact. It’s not just that you can’t see your own situation objectively (although that is part of life), it’s just that it takes a level of training and type of background to know how ask the right questions.

Our commitment to excellence is strengthened by our specialized experience; relentless pursuit of knowledge through research, education, and training; and the values we share with our business partners.