Organize Your Wealth. Simplify Your Financial Life.

Low-cost Investing & Advice

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Independent. Low-cost. Built to teach, not to sell.

A different kind of advisory firm

WWG is built for the people who keep everything running- nurses, doctors, administrators, business professionals, and skilled tradespeople at every stage of life. You don’t need a fortune to deserve real advice. Whether you’re combining finances with a partner, rolling over an old 401(k), or stepping into retirement, we look at your entire financial picture: investments, taxes, debt, and cash flow. Then we do something most firms won’t- we teach you your options, explain the why behind every recommendation, and let you decide. No products pushed, no pressure, no jargon. Just a clear plan and an advisor who answers when you call.

Everything you’d expect from a big firm without the big-firm fees.

How we help

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Investment Management

Low-cost, goals-based portfolios built around your risk tolerance and time horizon.

Financial Planning

Net worth, cash flow, retirement readiness, and every goal in between- from first homes to college savings to the day you stop working. One plan, your whole picture.

Account Consolidation

Old 401(k)s, scattered IRAs, forgotten accounts- we pull it all together and handle the heavy lifting, including the phone calls to your old providers.

Specialist Coordination

When you need an estate attorney, CPA, or insurance expert, we connect you with vetted partners and coordinate the work.

Meet Andrew Wentworth, CFA- Wealth advisor. Investment manager. Teacher at heart.

I’m a wealth advisor, Chartered Financial Analyst, and investment manager who has spent my career helping people make confident financial decisions. Since 2012, I’ve had thousands of planning conversations, guided hundreds of clients into retirement, helped manage over $1 billion in client investments, and helped oversee the growth of a retail investment book from $15 billion to $90 billion. But the way I work was shaped somewhere else entirely: for 20 years, I’ve been a member of the American Association of Snowboard Instructors, teaching people to trust themselves on the mountain. Teaching someone a steep run and teaching someone a financial plan take the same skills-meet people where they are, break intimidating things into small steps, and never push anyone down a run they’re not ready for. That’s why I founded WWG: to bring institutional experience to the people big firms overlook, taught rather than sold. When I’m not working with clients, you’ll find me outside- and if our first meeting happens to involve a chairlift, I won’t object.