Explore Wing
Your financial plan and guidance come alive through Experiences you select to represent the life you aspire to live, customized to help you achieve them.
Navigate unexpected medical situations with personalized guidance.
Navigate actionable strategies and expert guidance to enhance your financial health.
Navigate career transitions with expert guidance that empowers your next move.
Navigate the path to entrepreneurship with expert guidance and planning.
Secure your financial legacy with expert estate planning and guidance.
Navigate life’s journey with the financial preparation needed for success.
Navigate your options to buy or lease with personalized guidance.
Navigate grief and its financial impact with expert guidance.
avigate a significant future expense with personalized guidance.
Navigate an inheritance, a large bonus, or a lottery win with strategic guidance.
Navigate this financial commitment and cherished milestone with expert guidance.
Navigate the process of providing quality education for your children with expert advice.
Navigate unexpected medical situations with personalized guidance.
Navigate actionable strategies and expert guidance to enhance your financial health.
Navigate career transitions with expert guidance that empowers your next move.
Navigate the path to entrepreneurship with expert guidance and planning.
Secure your financial legacy with expert estate planning and guidance.
Navigate life’s journey with the financial preparation needed for success.
Navigate your options to buy or lease with personalized guidance.
Navigate grief and its financial impact with expert guidance.
avigate a significant future expense with personalized guidance.
Navigate an inheritance, a large bonus, or a lottery win with strategic guidance.
Navigate this financial commitment and cherished milestone with expert guidance.
Navigate the process of providing quality education for your children with expert advice.
Navigate your ever-evolving life with personalized financial guidance that adapts to you, helping you make the most of your money at every turn.
Access the nation’s top wealth firms—once reserved for high-net-worth clients—to grow your wealth with your own investment team.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Living like a nomad offers the freedom to explore while significantly cutting costs by reducing housing expenses, embracing minimalism, and prioritizing experiences over possessions.
Your complimentary Wing Membership gives you exclusive access to private wealth management and personalized financial advice—fully covered by your trusted wealth management firm.
Discover how Wing’s features and expert guidance elevate your investing.
Can’t find what you’re looking for? Chat with our team!
Wing is a modern wealth management platform trusted by the nation’s top private wealth firms. We help you access institutional-grade strategies, personalized advice, and the kind of care and attention typically reserved for the ultra-wealthy—all in one streamlined experience. We’re on a mission to make top-tier investment management and financial guidance accessible to everyone.
Our partner wealth firms are some of the nation’s most respected private wealth firms who specialize in delivering institutional-grade investment strategies. By partnering with Wing, they’re able to extend these strategies to clients with balances under $1 million—a level of access typically reserved for high-net-worth individuals. While the partner firms focus on actively managing your investments, Wing takes care of your overall financial guidance and planning through our fully digital platform. It’s a seamless relationship that combines the best of both worlds: top-tier professional asset management and an efficient, automated experience designed to help you grow your wealth with confidence.
Each potential partner wealth firm undergoes a comprehensive review process, including track record, experience and expertise, capabilities, reputation and integrity, and legacy and stability. This evaluation ensures that only the most qualified and trustworthy firms join our network. By partnering with elite private wealth firms, Wing provides our members with access to top-tier investment strategies and professional management typically reserved for high-net-worth individuals, family offices, and major institutions.
Private wealth firms partner with Wing because our platform seamlessly combines **institutional-grade investment expertise** with a **best-in-class digital experience**—in one place. Here’s why they do it:
1. **Expanded Client Reach:** By partnering with Wing, private wealth firms can extend their services to investors below the $1 million threshold—without sacrificing the quality or depth of their expertise. It’s a win-win: you get the benefit of premium strategies, and they can serve more clients effectively.
2. **Automated Financial Guidance:** Wing is the only place that brings together **institutional wealth management** and **automated financial planning**. Our platform handles day-to-day guidance, letting partner firms concentrate on what they do best—managing your portfolio.
3. **Exceptional User Experience:** We’ve built our platform around clarity, transparency, and ease of use. From onboarding to ongoing reporting, Wing’s digital interface is designed to keep you informed and confident about your finances.
4. **Security and Compliance:** Private wealth firms insist on stringent standards when it comes to managing and protecting client assets. Wing meets these standards through robust data security protocols, regulatory compliance, and consistent oversight—giving partners peace of mind.
All of these elements come together to deliver a **truly elevated investing experience**, which is why so many of the nation’s top wealth management firms trust Wing.
Membership invitations come directly from the Partner Firm. If you’re already a client—or in discussions to become one—your advisor at that firm can seamlessly enroll you in Wing’s platform. They will provide you with a Membership Code to download Wing from the App Store and set up your account. Once you’ve completed the brief onboarding process, your Partner Firm will manage your portfolio, while Wing provides financial guidance and planning. Onboarding takes just minutes. If you haven’t yet connected with a Partner Firm, contact our Membership Team, and we’ll facilitate an introduction to get you started.
Once you open an account through Wing, your investments are managed by your Partner Wealth Firm. Your firm is comprised of real, licensed experts with a track record of successfully managing billions for high net worth individuals, corporations and other institutions.
We’re not another robo-advisor or DIY trading app. Wing goes beyond automated solutions by pairing human investment expertise with robust planning technology. If you expect the absolute best to manage your investments while receiving personalized, fiduciary guidance within a fully digital experience, Wing is a perfect fit.
Wing is built for individuals looking to elevate their approach to long-term wealth growth—going beyond DIY investing and robo-advisors. It’s for those who seek the advantages of professional wealth management—clear explanations, tailored strategies, and real human experience—without the high barriers to entry. If you value your time, want to understand the “why” behind your investments and financial life decisions, and prefer having a trusted team in your corner, Wing is designed for you.
Getting started is quick and easy:
1. **Download the Wing App:** Head to your device’s app store and install our mobile app.
2. **Enter Your Membership Code (If You Have One):** If you’ve received a Membership Invitation Code from a Partner Firm, simply enter it during sign-up to activate your complimentary membership.
3. **Complete Onboarding:** The app will guide you through a brief series of questions about your goals and risk preferences. It only takes a few minutes, and we’ll use this information to tailor an investment strategy for you.
4. **Open & Fund Your Account:** Seamlessly link your bank account to fund your new Wing account. As soon as your funds arrive, your money goes to work under the professional management of your investment team.
From there, you can track performance, get real-time updates, and enjoy all the benefits of having institutional-grade wealth managers and Wing’s financial guidance at your fingertips.
At this time, direct communication with your firm’s investment team isn’t part of our standard membership. The private wealth professionals behind your portfolio focus exclusively on managing and optimizing your investments, while Wing serves as your dedicated point of contact for everything else—financial planning questions, platform support, and more.That said, our Partner Firms regularly share market insights, commentary, and strategy updates, all delivered straight to your Wing App. You’ll stay informed about the rationale behind each move they make in your portfolio—without having to juggle multiple communication channels or appointments. We’ve designed this structure to give you the best of both worlds: institutional-grade portfolio management plus seamless, on-demand guidance from Wing.
Your investment team starts by understanding your financial goals, risk tolerance, objectives, and timeline. From there, they build and maintain a portfolio using diversified strategies—spanning equities, fixed-income, and potentially alternative investments—aimed at maximizing returns while managing risk. This process includes ongoing monitoring, market analysis, and proactive rebalancing to keep your portfolio aligned with your objectives.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
We’ve structured our membership fees to be straightforward and transparent:With a Membership Invitation Code: If you’ve been given a Membership Code by one of our Partner Wealth Firms, your Wing Membership is entirely free. You’ll enjoy full access to our platform and planning tools at no extra cost.Without a Membership Invitation Code: You can apply for Membership ($399/year) by submitting your details to our Membership Team for review.Investment Management Fee: When you invest through a Partner Firm’s strategy, there is a separate, fixed AUM (assets under management) fee. This fee directly compensates the firm’s professional investment team for actively managing your portfolio.We believe in keeping costs clear and easy to understand, so you can focus on what really matters—growing and preserving your wealth.
Wing provides personalized financial guidance within an experience-driven financial planning framework designed not only to help you reach your financial goals but also to accelerate your progress. You’ll receive tailored, auto-updating planning guides, recommendations, and insights for each unique life experience—empowering you to confidently pursue what you love. As your life evolves, so does your guidance, ensuring it adapts to your ever-changing lifestyle and financial goals.In addition, Wing offers a comprehensive suite of financial tools to help you visualize and track your wealth in real time. These include institutional-grade retirement projections, portfolio and transaction monitoring, and a detailed breakdown of assets and liabilities, including real estate and alternative assets.Wing adheres to a fiduciary standard, meaning we always act in your best interest, providing transparent, unbiased financial guidance tailored to your needs.
Wing offers a dedicated support team accessible through the app or our website. We also provide educational resources and market updates to keep you informed.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Security and compliance are top priorities. We partner with reputable custodians to hold your assets, ensuring industry-standard protections, insurance coverage, and regulatory oversight. Additionally, our platform uses bank-level encryption to keep your information secure. You’ll always have full visibility into where your money is and how it’s performing.
Yes. Our platform gives you a clear, real-time view of your portfolio’s value, historical performance, and allocation. You can log in anytime to see how your investments are doing, read portfolio updates, and stay informed about market insights or strategic shifts.
Deposits can be made through bank transfers or other convenient methods, and typically appear in your account within a few business days. Withdrawals are similarly straightforward: initiate a request, and funds will be transferred back to your linked bank account. Timelines may vary depending on the specific asset classes involved, but most transactions settle in a few days.
We understand that circumstances change. If you ever decide to close your Wing account, the process is fully digital and designed to be as painless as possible. Simply open the Wing app, navigate to your account settings, and follow the prompts to close your account—no paperwork or phone calls required. We’ll automatically guide you through transferring or liquidating your assets and clearly outline any fees or timelines involved.
Tax implications vary by individual, but we provide the necessary documents and reports each year to help you file accurately. Depending on your location and the types of investments in your portfolio, certain gains or income may be taxable. We recommend consulting a tax professional for additional clarification.
Yes. We currently support traditional Investment Retirement (IRA) accounts and Roth IRAs. Additionally, we support taxable brokerage accounts. If you have specific account needs, reach out to our team, and we’ll guide you through the process.
Yes. We’ve set two straightforward minimums to ensure our Partner Wealth Firms can effectively manage your investments:
• Taxable Brokerage Accounts: $10,000 minimum
• Retirement Accounts: $500 minimum
We keep these thresholds as low as possible while still delivering the level of diversified, professional management you expect. These minimums ensure that our institutional partners and their investment teams—who typically require minimums exceeding $1 million outside of Wing—can deploy sophisticated strategies on your behalf, providing you with institutional-level expertise, even on smaller balances.
Yes, Wing is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Adviser (RIA). This registration ensures that we adhere to stringent regulatory standards designed to protect your investments and maintain transparency in all our operations. Being SEC-registered means that Wing is committed to acting in your best interest, providing fiduciary services, and maintaining comprehensive compliance practices.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
