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You need a partner when it comes to making sense of your complex financial life. We are a group of independent financial advisors who are passionate about financial planning and comprehensive wealth management. We use a smarter approach to planning your future, reaching your goals and protecting your most valuable resources.

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A 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.

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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 bias, estate planning, and the latest finance news and information from industry experts.

Irrevocable life insurance trusts

Irrevocable Life Insurance Trusts

Posted on May 19, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for children’s education, to replace income used to support loved ones, even to pay for one’s own funeral expenses. But life insurance can also be a powerful estate planning tool, especially when

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Long-Term Care image shows calculator and age chart

The Long-Term Care Underwriting Process Decoded

Posted on May 18, 2019

resented by Kris Maksimovich, AIF®, CRPC®: Understanding the long-term care underwriting process can help set your mind at ease. While no two cases are the same, preparing for required interviews and exams, as well as the potential for delays, will help ensure that the process goes smoothly and quickly.  Telephone interview Telephone interviews are requested

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Insuring your business image shows woman with briefcase walking across tightrope

Guide to Insuring Your Business

Posted on May 17, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Insurance coverage is available for every conceivable risk your business might face. Below, you’ll find an overview of the four main categories of business insurance, as well as tips for evaluating a policy. Types of business insurance Although your insurance needs depend on the type of business you operate,

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