• Plan
  • Prosper
  • Protect

We are a group of independent financial advisors offering financial planning and wealth management services using a smarter approach to planning your future, reaching your goals and protecting your most valuable resources

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Does Your Level of Risk Match Your Portfolio?

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A Unique 3P Approach to Financial Planning and Wealth Management

Plan

Every journey begins with a well-designed road map to ensure your success. Stepping into your financial shoes we begin understanding your thought processes. Your financial plan is then designed exclusively for you and your family because your goals are too important for a “one-size fits all” plan.

Prosper

Together we implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible. As your partner, we work with your other trusted advisors, whether accountant, CPA, bookkeeper, attorney, insurance agent or other. With GWA, you sit on the same side of the table as your advisor.

Protect

As each target is met, we help ensure you stay on track by protecting your portfolio from potential hazards. We also understand your fears and natural responses to them. By managing those behaviors we can help you stay on track with protecting what's most important to you and your loved ones.

Organize Your Financial Life With Asset-Map

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This Short Video Explains How Asset-Map Works

Our Blog

We cover what's most important to you with a wide-range of financial planning topics like retirement, risk management, memory care, cybersecurity, smartphone apps, investing, business planning, cognitive biases, estate planning, and the latest finance news and information from industry experts.

Benefits of Private Foundations and Charitable Giving

Posted on November 13, 2018

By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The natural inclination of people is to help others. That’s because they have an innate desire to create positive change. This is one reason clients have questions about private foundations

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Everyone Needs an Estate Plan

Estate Planning is for Everyone

Posted on October 30, 2018

By Kris Maksimovich, AIF®, CRPC®: If estate planning conjures up thoughts of rambling estates, stables and riding gear you’re missing the point completely. Estate planning is a tool that enables you to decide how the things you own should be handled after death or incapacitation. Putting Off Estate Planning Brings Consequences Even the rich and

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Financial Implications of Restricted Stock Units

How Do Restricted Stock Units Work?

Posted on October 26, 2018

Presented by Kris Maksimovich, AIF®, CRPC®:  Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash payment at some point in the future—are an increasingly popular form of equity award offered by companies of all shapes and sizes. Companies are shifting to RSUs because they are administratively convenient, are easy for

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