We are a team of fee-based, independent financial advisors dedicated to helping you reach your goals and objectives through comprehensive wealth management and financial planning. With our unique “3P Approach” to financial planning, we help ensure your plan is designed to meet your specific needs as we work with your other trusted advisors like CPAs, insurance agents and attorneys in a collaborative “team” effort. As hands-on, data-driven experts, we actively engage with you to help ensure that your decisions remain focused, and that you follow through with your financial plans.
We believe in giving you the resources and tools you need to make your financial life easier and help you stay on track with your retirement goals. Tools like our next-gen software and financial planning app that can help you organize where you are and visualize where you want to be. Our team’s commitment to you goes beyond merely managing your assets. As experts in the field, we believe that sharing our expertise helps you make better financial decisions. That’s why we make the latest news and information available to you through our blog, monthly Momentum Newsletter and social media activity. We keep you informed as we cover the topics that matter most to you. With GWA, you sit on the same side of the table as your advisor because, after all – your plan should be about your goals, not ours.
President, Office of Supervisory Jurisdiction (OSJ) - Dallas Main Officekris@gwadvisors.net
Wealth Advisor - Houston & Sweeny Officesdean@gwadvisors.net
Financial Advisor - Snyder Officeben@gwadvisors.net
Wealth Advisor - Dallas Main Officekevin@gwadvisors.net
Wealth Advisor - Houston Officetom@gwadvisors.net
Client Service Associate - Dallas Main Officephil@gwadvisors.net
Client Relationship Manager - Dallas Main Officetiffany@gwadvisors.net
Client Services Associate - Houston Officenancy@gwadvisors.net
Client Relationship Manager - Houston Officeeileen@gwadvisors.net
Director of Marketing - Houston Officetammy@gwadvisors.net
Director of Public Relations & Communications - Dallas Main Officepamela@gwadvisors.net
Project Manager - Dallas Main Officedana@gwadvisors.net