• 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

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

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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.

Multi-Factor Authentication

Multi-Factor Authentication for Seniors

Posted on September 21, 2018

By Kris Maksimovich, AIF®, CRPC®: When it comes to multi-factor authentication, we often find that as additional steps are added to logging into online accounts, it can become confusing for seniors. Add to that the misery of regularly changing your login credentials and panic can set in when you get locked out of an account.

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Cost of Healthcare in Retirement

Cost of Healthcare in Retirement

Posted on September 17, 2018

By Kris Maksimovich, AIF®, CRPC®: Many people are concerned about how the cost of healthcare in retirement will affect their ability to keep the money they have.  This is not surprising since healthcare is likely to be one of the largest expenses you’ll have in retirement. According to a Nationwide survey, an astounding 73 percent

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ESG Investing and Women Owned Businesses

Women Owned Businesses Toss Everything You Know About ESG Investing on its Head

Posted on September 11, 2018

By Kris Maksimovich, AIF®, CRPC®: As environmental, social and governance (ESG) investing is taking hold, some investors are placing their money on businesses that mirror their moral and ethical compass. One such example is gender diversity at corporate leadership levels in women owned businesses. Financial advisors are fielding many questions about what ESG investing will

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