• 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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Does Your Level of Risk Match Your Portfolio?

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A 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.

Organize Your Financial Life With Asset-Map

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This Short Video Explains How Asset-Map Works

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.

Cannabis-Related Investments showing hemp field

Cannabis-Related Investments: Is the Grass Really Greener?

Posted on April 23, 2019

By Kris Maksimovich, AIF®, CRPC®:  In the march to legalize marijuana, backyard growers have given way to sleek industrialization, helping make the topic less taboo for investors. The latest in cannabis-related products, medical research application and changing social norms are creating a growing interest in investment opportunities. Some of the more well-known cannabis-related products have

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Beneficiary choice image of wood nesting dolls

Selecting the Right Beneficiary for Your IRA

Posted on April 17, 2019

Presented by Kris Maksimovich, AIF®, CRPC®:  Not only are IRAs an excellent way to save for your retirement, but they can also serve as a vehicle to pass along assets to your loved ones. As an IRA owner, you have choices to make regarding your account, including which vendor to use, what investments to make,

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Beneficiary closeup image of man's face

So You Are a Trust Beneficiary

Posted on April 14, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you probably have questions about your rights and what to expect. The key is the trust document (i.e., the instructions left by the trust creator, called the grantor) and how state law interprets that document.

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