Skip to Content

Our Advantages

As a fiduciary Registered Investment Advisor firm, WWM provides clients with a number of important benefits:

• GREATER INDEPENDENCE - Since we are not part of a Wall Street brokerage firm, a bank, or an insurance company with in-house products to sell, we are able to provide clients with objective guidance on which investments will best meet their needs.

• INTERESTS ALIGNED WITH YOURS – Our compensation is based on a percentage of assets under management, so our success is directly linked to that of our clients.

• ACCOUNTABILITY AND FOCUS – As a Registered Investment Advisor, we are registered with the State of Illinois and regulated by the Investment Advisers Act of 1940. Accordingly, we have a fiduciary duty to always act in the best interests of our clients.

• EXPERIENCE AND QUALIFICATIONS – Kurt Winiecki, Founder and President of WWM, brings proven expertise to every client relationship. His unique background in finance, accounting and law adds value unmatched by even much larger firms.