• Plan
  • Prosper
  • Protect

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

As Seen In

CHECK YOUR LEVEL OF RISK AND SEE IF YOUR PORTFOLIO FITS YOU

Take A Quick Risk Assessment

Our 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.

You Want a Planner, But You Really Need a Partner

Learn More

Our Blog

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

Financial Advisor vs Robo Advisor

Financial Advisor vs Robo Advisor

Posted on June 15, 2018

By Kris Maksimovich: We are asked about the differences between financial advisors and robo advisors all the time. When it comes to answering this conundrum, investors should do their research and understand what they are getting into. Understanding What You Get: Below, we offer you a breakdown of the differences between financial advisors and robo advisors.

Read more
Cutting Cable TV

The TV Debate: Should You Cut the Cable Cord?

Posted on June 14, 2018

Presented by Kris Maksimovich: If you think your cable bill is getting out of hand, you’re not alone. The cost of cable has skyrocketed over the last decade, with the average monthly bill climbing to nearly $90 for basic and premium channels, according to the NPD Group, a market research firm. To make matters worse,

Read more
Market Update and Financial Market News

Market Update for the Month Ending May 31, 2018

Posted on June 7, 2018

Presented by Kris Maksimovich: Mixed May for markets May was an eventful month for markets. U.S. equities and fixed income rallied while foreign stocks suffered declines. The Dow Jones Industrial Average was up 1.41 percent, and the S&P 500 Index gained an even stronger 2.41 percent. But the Nasdaq did best, leading the way with

Read more