Werlinich Asset Management, LLC (WAM) is an independent, fee-only investment advisory firm based in Valhalla, NY. Founded by Greg Werlinich in March 1997, WAM works with a select group of investors and manages approximately $120 million in assets. With a commitment to providing honest, unbiased, and reasonably-priced advice, Greg takes the needs of his clients seriously, offering expert investment guidance tailored to their individual financial goals.
WAM aims to fill the gap for individual investors who may lack access to quality investment professionals. Unlike large advisory firms or brokerage companies with high minimum balance requirements and complex bureaucracies, Greg personally plans, implements, and supervises investment strategies for his clients. WAM's clients, who are typically college-educated, hard-working, and fiscally conservative, understand the importance of saving and investing to achieve their future financial goals.
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