Wing

Overview

Wing is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration year 2025) and focuses on serving individual and family clients. Its advisory offering centers on financial planning and portfolio management billed through a mix of percentage-of-AUM and fixed-fee arrangements. Wing also operates as a real estate broker, which appears alongside its advisory activities rather than as a separate capital-allocation business. The firm does not identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser.

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Location & Offices