Werlinich Asset Management, L.L.C.

Specialties

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.

History

Established in 1997.

The business was started in the hopes of providing honest, professional investment management solutions to people who would otherwise be ignored, or taken advantage of, by the traditional Wall Street community.

Meet the Business Owner

Greg W.

Business Owner

Greg received a BA from Princeton University in 1986 and an MBA in Finance from the Stern School of Business at NYU in 1996.