Brooklyn Direct Indexing

Advisors registered with WWA may recommend 401(k) accounts to clients at their discretion. 401(k) accounts must always be facilitated through one of the pre-approved strategic partnership with WWA - either 401GO or American Trust.

PDF Resources

Contact List

  • • Overview
  • Managing Concentrated Positions with Tax Strategies
  • Propel Your Portfolio with Tax-Loss Harvesting
  • Weath Watch Conference 2024
  • Direct Indexing Solutions for Financial Advisors
  • Alan Grissom
  • Markus Aakko

How Billing Works:

-