Our Partners

Providing our clients with the breadth of services required of Truly Integrated Wealth Management means having a strong and deep team.  At WWS, we believe in focusing on our core competencies - sophisticated financial planning and helping clients solve their wealth management challenges - and then leveraging carefully chosen partners who are experts in their respective fields for the rest.

We think this approach allows us to provide a broader range of services to clients with greater quality, efficiency, and lower expense than if we built and provided everything in-house. Most importantly, we are able to put our full attention where it belongs: on servicing the needs of our clients. 

WWS utilizes Loring Ward as our primary portfolio management provider because their Asset Class Investing approach fits our objective of passive-based, low-cost traditional portfolios with extensive academic and industry support which can then be supplemented with alternative investments and stable principal assets. Loring Ward is located in Silicon Valley, oversees in excess of $11 billion in client assets, and has been providing portfolio management and back office services to a select group of America’s most knowledgeable and forward-thinking independent financial advisors and their clients for more than two decades. Loring Ward’s Asset Class Investing approach combines more than eight decades of market data, Nobel Prize-winning academic research, and the latest developments in behavioral finance.  Loring Ward makes use of passive-based, low-cost asset class portfolios from Dimensional Fund Advisors, developed for institutional investors and only available to individual investors through wealth advisors such as Robert Cheney.