Wealth Management Services

At GWS, we strive to earn the position of your most trusted financial advisor. You will experience a comprehensive, dynamic planning process that constantly adjusts to the changing complexities of your life, your resources, and the financial decisions that you need to consider. Unlike plans of the past that represented a point in time, our process updates in real time so that it is always relevant and current.

Portfolio Management

Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Top tier technology and complete transparency keep you in close touch with your own personal investments as your best interests are placed first. Learn more

 Wealth Planning

Through our team of wealth planning experts, your financial plan will always remain up-to-date and relevant to your unique goals and objectives. Learn more

Risk Management

With the help of our insurance specialists, we help you identify risks and appropriate coverage for your financial situation so that an unfortunate event doesn’t leave you in financial ruin. Learn more

Estate Planning

Our team will help you develop and establish an estate plan, so you will be able to control the distribution of your estate and the legacy that you leave. Learn more

Tax Planning

With our team of in-house CPA’s or your CPA, our goal is always to chart the best course to keep as much of your money as possible after taxes. Learn more