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.

Wing works seamlessly with your firm’s investment team via our integrated platform. The team continuously analyzes your financial profile, leveraging advanced technology to tailor and adjust your investment strategy. They send real-time instructions—such as portfolio rebalancing or tax-loss harvesting—to the custodian managing your assets, ensuring your investments remain optimized. All changes and updates are reflected within the Wing app, including the “Team” tab, where you can view your portfolio’s performance, explore visualizations, and access details about the professionals managing your wealth. This tight integration ensures that expert insights drive your investments, while Wing’s digital tools keep you informed and in control every step of the way.

Wing only shares the information necessary to tailor your investment strategy effectively—such as your net worth, assets, liabilities, and other relevant financial details. We do not share sensitive personal information unrelated to managing your portfolio. Additionally, any data sharing occurs only with your explicit authorization and is protected by robust security measures to safeguard your privacy at every step.

Your investment team provides regular updates about your portfolio, market trends, and other relevant information, all conveniently delivered through the Wing app. You can expect to receive these insights on an ongoing basis—often monthly or quarterly, depending on market activity and any significant shifts in your portfolio. Additionally, you’ll receive timely notifications whenever important events or changes occur, so you’re always informed about what’s happening with your investments.

We’ve structured our membership fees to be straightforward and transparent:

1. 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.
2. Without a Membership Invitation Code: You can apply for Membership ($399/year) by submitting your details to our Membership Team for review.
3. 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.

Absolutely. Wing’s proprietary platform tailors financial guidance by taking into account your unique goals, life experiences, risk tolerance, and overall financial situation. Whether you’re saving for retirement, buying a home, or planning for another major life event, Wing aligns its advice to fit your specific needs. Through continuous monitoring and updates, our platform evolves with you—ensuring the recommendations you receive are always relevant to your current circumstances and future aspirations

Wing begins by learning about your unique financial situation, goals, and interests through a brief onboarding process. Our proprietary technology then analyzes this information—along with factors like cash flow, retirement projections and future life milestones. As you interact with the app, Wing continuously refines your guidance. The result is a dynamic, personalized approach that adapts as your circumstances or market conditions change, ensuring your guidance remains aligned with your life and goals.

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.

No, Wing currently does not support non-U.S. accounts. Our services, custodial relationships, and regulatory compliance are all focused on the United States. If you live outside the U.S. or hold non-U.S. accounts, we regret that we’re unable to serve you at this time. We’re continually exploring opportunities to expand internationally, so stay tuned for any future updates.

Wing is currently available for iOS devices. We’re actively developing Android and web versions of our platform to ensure a seamless experience across multiple devices. Stay tuned for updates on expanded availability, and in the meantime, you can enjoy full access to Wing’s features on your iOS device.

Wing currently runs on iOS devices with a recent operating system (iOS 14 or later is recommended). You’ll also need a stable internet connection to access real-time updates and transactions. As we introduce Android and web versions, their specific requirements will be clearly listed in the respective app store or on our website. For the best experience, make sure your device and apps are always up-to-date.

Wing is an SEC-registered RIA, which means we adhere to strict regulatory guidelines designed to protect your personal and financial information. We employ bank-level encryption for data in transit and at rest, and our systems undergo regular security audits to ensure only authorized personnel can access sensitive data. We also continually refine and update our software to stay ahead of potential threats. Your security is our top priority, and we’re committed to maintaining robust protocols that keep your information confidential and secure.

If you believe someone has gained unauthorized access to your Wing account, take immediate action:

1. Reset Your Password: Change your Wing password right away to prevent further access.
2. Review Account Activity: Check recent transactions, account changes, or login dates for any suspicious activity.
3. Contact Wing Support: Reach out to our support team via email, chat, or phone. Provide details about the unusual activity so we can investigate and secure your account.

Your security is our top priority, and we’ll work with you to resolve any issues and protect your account.

No. Wing does not share your personal data with third parties without your explicit permission. Occasionally, we may offer exclusive member discounts on services like insurance or estate planning from trusted partners, but we only share the necessary information after obtaining your consent. Wing also does not receive compensation from these third-party providers, ensuring any recommendations we make are unbiased and solely in your best interest.