Vorpahl Wing Securities is a locally owned Registered Investment Adviser providing investment advice to help you achieve peace of mind.
We are 100% Employee Owned and registered in Washington and Idaho. In time we will want to update to being federally registered.
What We Do
- Customized Investment Portfolio
- Money Accumulation Plans
- Income Distribution Plans
- Retirement Plans
- Wealth Management Strategies
- Tax Advantage/Reduction Plans
- Fee Based Plans
- Separately Managed Portfolios
- College Saving Plans
Our Core Values
Gratification
- Understand what is important to each client, employee, and representative
- Help each employee, client, and representative achieve their dreams and goals, both personal and financial
- Generate an exciting and fun work environment
- Derive satisfaction in knowing we are contributing to a person’s well-being
Integrity
- Earn the trust of colleagues, clients, prospects, and contacts
- Conduct work with professionalism and honesty
- Know our limitations
- Acknowledge accountability and take responsibility
Focus
- Direct attention to individual client needs
- Accomplish daily goals and tasks
- Give immediate attention to the most urgent problems
- Commit to the growth and continuity of Vorpahl Wing Securities
Teamwork
- Willing to work together to accomplish a needed task
- Acknowledge and leverage our individual strengths
- Respect each staff member’s uniqueness, beliefs, rights, and needs
- Provide timely, accurate, and complete information to clients
Service Par Excellence
- Respect each client’s uniqueness, beliefs, rights, and needs
- Respect each person’s uniqueness, beliefs, rights, and needs
- Strive to provide timely, accurate, and complete information to clients
- Our attitudes, actions, and words reflect our values and our concerns for clients
Mission Statement
To provide financial solutions using the highest level of integrity & service while providing investment advice for every generation.
Fun Facts & Videos
Why we make money work for you
Fun Facts
Our tag line “Investment Advice for Every Generation” became a registered trademark with the United States Government on June 23rd 2015.
We changed our name in 1999 when we became a member of NASD, now known as FINRA.
The Wing in our name is derived by our founder's grandmother's maiden name "Genevive Wing Smith". Through geneology we go back to the 14th century.
After 25 years operating as a Broker Dealer we withdrew our membership from FINRA as of 12/31/2024.
We started Friday Sept 13th, 1996 as Spokane Investment Services.