• 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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Our Unique 3P Approach to Financial Planning and Wealth Management


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.


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.


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.

You Want a Planner, But You Really Need a Partner

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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.

Credit Score

The Basics of Credit Scores and Credit Reports

Posted on August 8, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: As consumers, we know that having a good credit score is important. Whether you are applying for a loan or signing up for a credit card, your credit score plays a major role in determining if you will be approved. Your credit score can also have a significant impact

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Recent College Grads

A Job Talk with Recent College Grads

Posted on August 3, 2018

By Kris Maksimovich, AIF®, CRPC®:  The job market may have improved over the past year or so, but for recent college grads, it may still offer some challenges. The good news is that you’ve spent your time studying and working hard to earn your degree and have built the useful research skills necessary to find

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Online Reviews

Word of Mouth: A Review of Online Reviews

Posted on July 31, 2018

By Kris Maksimovich, AIF®, CRPC®:  An astounding 82 percent of US adults have read online reviews before making a purchase or using a company’s services, according to a Pew Research Center poll. What’s more, just over half of those claim to scan the reviews regularly. No doubt about it, word of mouth is a powerful

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