• 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

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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 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.

Health Savings Accounts

Health Savings Accounts: FAQs

Posted on June 18, 2018

Presented by Kris Maksimovich: Thanks to their flexibility and tax benefits, health savings accounts (HSAs) are emerging as a popular savings method for covering current out-of-pocket health care costs, as well as qualified medical expenses in retirement. Changes in the health care marketplace, rising medical costs, and the tax advantages that accounts offer make them

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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 question, 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.

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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,

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