Welcome

Welcome

Werlinich Asset Management, LLC (WAM) is an independent, fee-only investment advisory firm owned and operated by Greg Werlinich, who founded the company in March 1997. Greg works with a select group of investors and has an AUM of around $80 million. His clients demand honest, unbiased, and reasonably-priced advice from a dedicated professional who takes their needs seriously. Greg provides customized portfolio management solutions designed to meet the unique needs of each valued customer. He is a patient, long-term, tax-efficient investor with a history of helping clients build and protect their wealth. As a fiduciary, he has a legal obligation to put the needs and interests of his clients above his own. So give Greg a call and ask how he can help you and your family secure your financial future.

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