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Investment Management


Under our management, Goss Wealth Management has the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk. LPL Financial also offers Goss Wealth Management one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

We provide access to and advice in all the following areas:

  • Equities
  • Fixed Income
  • Mutual Funds and Exchange Traded Funds (ETFs)
  • Annuities
  • Alternative Investments
  • 3rd Party Investment Managers
  • Cash and Banking Services
  • Education Funding

Goss Wealth Management LLC also manages a number of proprietary discretionary portfolios (GWM Advisors Portfolios). Each portfolio is designed to match investment objectives to the most suitable investment mix.