OUR BRAND FAMILY

Integrated Services Company

The W2 Group is an integrated purpose-driven services firm that provides strategic oversight, leadership, and alignment across a family of organizations operating in financial services, real estate, investment, and community development. Each company operates independently and is not a subsidiary of The W2 Group.

OUR PORTFOLIO

Our Companies

A diverse ecosystem of faith-aligned businesses united by purpose and excellence

Walker Legacy Financial

Walker Legacy Financial helps individuals, families, and business owners protect income, preserve wealth, and plan confidently for retirement and legacy. Through insurance-based strategies and financial education, we provide clarity, stability, and peace of mind especially for those historically underserved or overlooked.

  • Life insurance and income protection
  • Retirement and legacy planning
  • Annuities and risk management strategies
  • Financial education rooted in stewardship
  • Debt solutions

Legacy Luxury Group

Legacy Luxury Group delivers elevated real estate experiences for buyers, sellers, and investors seeking excellence, discretion, and long-term value. We believe real estate is one of the most powerful tools for building generational wealth and stability.

• Luxury residential real estate representation
• Buyer and seller advisory services
• Agent coaching and market expansion
• Real estate wealth strategy support

Walker Real Estate Investments LLC (coming soon)

Walker Real Estate Investments LLC focuses on purpose-driven real estate investment and development. Through residential and multifamily projects, we create value for investors while contributing to neighborhood revitalization and long-term community impact.

• Residential fix-and-flip projects
• Multifamily acquisition and development
• Value-add and redevelopment initiatives
• Community-focused investment strategies

Her First Place

Her First Place is a nonprofit dedicated to empowering women—particularly those in traditionally underserved communities—to achieve financial confidence and homeownership. Through education, mentorship, and access, we help women take their first steps toward long-term stability and generational opportunity.

• Financial literacy and readiness programs
• First-time homebuyer education
• Credit and wealth-building support
• Community partnerships and outreach

A Letter from the Founders

W2 Group is an integrated purpose-driven company founded by us, Phil Walker and J. René
Walker, built on the belief that wealth, purpose, and stewardship are deeply connected.
With decades of combined experience across business leadership, financial services, real
estate, and community development, we have had the privilege of leading
organizations, building high-performing teams, and guiding individuals and families
through complex financial and life decisions. Our professional journeys span corporate
leadership, entrepreneurship, insurance and risk management, luxury real estate,
investment, and nonprofit service—always guided by integrity, discipline, and a long
term vision.
At W2 Group, we believe true prosperity goes far beyond financial gain. It is about
helping people reach their full potential, protect what matters most, and build legacies
that serve both present and future generations. Our approach is firmly grounded in
biblical principles of stewardship, wisdom, and service, ensuring that success is
purposeful, responsible, and impactful. Through our family of companies—including Walker Legacy Financial, Legacy Luxury Group, Walker Real Estate Investments LLC, and Her First Place—we deliver integrated solutions across financial protection, real estate, investment, and community empowerment. Together, these organizations work in harmony to support individuals and families at every stage of their journey, from education and protection to ownership and legacy.

We are especially committed to expanding access and opportunity for traditionally underserved communities. We believe that education, ownership, and sound financial guidance have the power to transform lives, strengthen neighborhoods, and create generational impact.
The W2 Group family is committed to helping people steward their resources wisely, live with intention, and build a legacy rooted in faith, freedom, and fulfilment.

Peace and Blessings,
Phil Walker & J. René Walker

Our Approach

Guided by faith and driven by purpose

Our Mission

To empower individuals, families, and communities to reach their full financial, personal, and spiritual potential through purpose-driven solutions grounded in faith and stewardship.

Our Vision

To build a multi-generational ecosystem of companies that protect families, restore communities, expand access to opportunity, and create enduring legacies of faith, freedom, and fulfillment.

Our Core Values

The principles that guide every decision we make

Faith & Stewardship

Honoring God through responsible management of resources

Integrity

Transparency, trust, and ethical leadership

Legacy

Long-term thinking that extends beyond one generation

Empowerment

Education and access for underserved communities

Excellence

High standards in service, execution, and relationships

One Vision. One Ecosystem. One Legacy.

Each W2 Group company serves a distinct purpose, yet all are united by a shared commitment to stewardship, service, and impact. Together, we provide integrated solutions that support individuals and families across every stage of their financial and life journey—from protection and education to ownership and legacy.

© 2026 The W2 Group. All rights reserved.