6300 Corporate Blvd.
858 Camp Street
Our Client Centric Advisory Approach – We believe that the client MUST always come first and that understanding the uniqueness of each relationship is vital to the process. Not only is investing a marathon, but sometimes the “relationship process” can also be a marathon. We will constantly be gathering information as our relationship develops and you progress through your financial life stages.
Focus on Transparency and Reducing Conflicts of Interest – We believe that the trust placed in us to manage our client’s wealth should never be taken lightly. Communication, transparency and honesty are the pillars of an ongoing successful client relationship.
Personalized Investment Strategy/Active Portfolio Management – The financial services industry is fraught with advisors using broad-based passive investments and charging a fee without regard to the client’s investment goals and risk tolerance while never evaluating the product’s suitability and efficacy. We at GWM we believe that as investment managers, we MUST:
On your free consultation we can provide you with: