We help you live your best life

At GWM, our aim is to change money from a cause of stress to fuel for a meaningful life. We believe that money should be used to live the way you want, and that your energy should be focused and spent on things you care about most. By working closely with you and providing custom financial guidance, we aim to help optimize your resources for today and help position you for sustained future success tomorrow so you can live your best life.

We do it by supporting you with our entire team

Because wealth management is informed by a wide range of sources, we put the collective knowledge of our entire team to work for you, so you’re free to devote more time to your loved ones, your career and your passions while seeking to benefit from the best results.

We’re committed to your best interest

We’ve adopted the highest legal standard of care, choosing to act as an unwavering fiduciary in the best and exclusive interest of our clients. As a fee-only advisor, we do not sell any products and are compensated solely by our clients for the advice we provide. We are accountable to our clients and strive to always say what we do and do what we say.

Our Process











Introductory – Let’s get to know each other

In this step, we’ll learn about you and where you want to go, your financial approach so far, and what help you might need. We’ll also share more about GWM, the team, and our proprietary planning process. By the end of the meeting, we should have enough information to make a decision if we want to move forward together.

Discovery – Planning the journey

Once we’ve decided to work together, the first meeting will focus on creating clarity regarding where you want to go and where you are today. With our Clarity Worksheet you’ll define and get on the same page regarding your financial goals. We’ll organize and document current financial resources and, through a Wealth Assessment, we’ll identify items to address and areas for improvement.

Design – Creating a roadmap

This phase is all about designing a plan for how to get to where you want to be. We’ll create your Wealth Action Plan, which prioritizes what we are going to do and when. Then, we’ll build your Baseline Financial Plan, which is your financial decision-making tool, and create your Financial Blueprint—your one-page financial strategy.

Execution – Putting your plan into action

With the roadmap in place, we’ll make revisions to your financial plan to ensure it’s exactly what you need and run stress tests to make sure it is the best plan. If we haven’t already, we’ll start to transfer your accounts and begin to implement your portfolio strategy.

Year 1 & Beyond – Continuing the journey together

As time moves on, life can change. To make sure your plan is aligned with your needs, we’ll have regular review meetings and tax planning sessions, as well as conduct ongoing planning work and research on the latest planning and investment strategies and opportunities.

We’ll keep you, and your plan, up-to-date with:

  • Ongoing investment research on current opportunities, fund selection and daily portfolio monitoring
  • Performance reporting
  • Client educational and social events