Werlinich Asset Management

Since 1997, Werlinich Asset Management (WAM) has helped its clients by creating, implementing and monitoring personalized investment plans. At WAM we don’t sell products. We provide a trusted service whereby we develop a long-term investment strategy that’s in the best interest of the client. Simply put, we tailor an approach to investing that takes into account your immediate needs, as well as your long-term goals and objectives.

One thing that differentiates WAM is that its President, Greg Werlinich, creates a personalized investment strategy for each client. That plan is monitored continuously to ensure that it remains appropriate during life’s many transitions.¬†Whether you need advice on a specific objective, like managing a 401(k) rollover or setting up a SEP IRA, or if you desire help with a full palette of services, WAM will help make the right choices for you and for your family.

Another feature which sets WAM apart from almost all other advisors is that Greg actually invests his own money in the same securities as his clients. He feels strongly that if it’s good enough for you, it’s good enough for himself and his family. If your current advisor doesn’t have the same policy, you should ask why not!