• 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.

business continuity instructions

Death Can Ruin Your Plans

Posted on October 16, 2018

Imagine building your business over several decades, beginning to plan your business exit, then dying unexpectedly before you can implement your plans. Business owners rarely think about how an unexpected death or permanent incapacitation can derail even the most carefully created plans. And it makes sense: If you were always worried about what could go

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GWA presents the most recent market update from Commonwealth Financial Network

3Q 2018 Update

Posted on October 15, 2018

We don’t know about you, but there are days when we envision getting far away from the New York Times and the Wall Street Journal and all the disquieting things they report on each day. Fortunately, and we’ve mentioned this before, the economy and the various capital markets don’t rely solely on what’s happening in

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2018 Year End Financial Checklist

2018 Year End Financial Planning Checklist

Posted on October 15, 2018

Download your printable 2018 year end financial planning checklist by clicking on the image.

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