We get you. We understand your need to protect, preserve, accumulate, and transfer wealth in the most cost-effective, tax-efficient manner possible. 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.
We recognize your need for an independent team of fee-based financial planning partners that understand your complex financial situation. We strive to provide you with unbiased advice, backed by solid independent research. Our team’s commitment to you goes beyond merely managing your assets. We are hands-on, data-driven financial planning experts that actively engage with you to help ensure that your decisions remain focused, that you follow through with your financial plans, and that you take precautions to protect what you’ve worked hard for. 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
Associate Wealth Advisor | Former MLB Pro Athlete - 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