WAM: More than Products...A Life Plan
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Greg shares his investment methodology in The Black Book on Personal Finance.

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Welcome to WAM
Werlinich Asset Management, LLC (WAM) is an independent, fee-only investment advisory firm. We specialize in working with the single women and families that the typical Wall Street firms would ignore. We provide customized portfolio management solutions designed to meet the unique needs of each of our valued clients. We are patient, long-term, tax-efficient investors with a long history of helping our investors build and protect their wealth. As a fiduciary, we have a legal obligation to put the needs and interests of our clients above our own. We choose to work with regular people who demand honest, unbiased, and reasonably-priced advice from a firm that takes their needs seriously  . . . whether they have $100,000 or $1,000,000 to invest. So give us a call and ask us how we can help you and your family achieve your financial goals.

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WAM distributes a free monthly newsletter called "News and Views". Please click the "Newsletters" tab to read prior editions. If you would like to receive upcoming newsletters at no cost or obligation, please click here and request to be added to the distribution list.

In June and July, 2011 Greg appeared on WFAS AM, a New York area radio station on a program called "Ask The Expert". Recordings of five of those six shows are now archived in the WAM in the Media section of this website. I suggest you listen to one or more of those recordings as they provide a wealth of information about Greg and his investment strategy as well as some basic, yet important information about the basics of investing.
Werlinich Asset Management, L.L.C. (WAM) is a SEC Registered Investment Adviser. This communication is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. WAM does not provide personal financial advice via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WAM. Part II of Form ADV, which details the business practices, services offered, and management fees charged by WAM, is available upon request.

All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of WAM. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and WAM does not guarantee their timeliness or accuracy. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance.

The Paladin Registry Five Star Advisor is granted by Paladin, an independent association/registry unaffiliated with WAM. Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please also read a more thorough disclosure and additional information about the criteria used in making this rating via the following link: Paladin Registry