We are a team of independent financial advisors dedicated to helping you reach your objectives through comprehensive wealth management and financial planning. Our unique 3P Approach to financial planning ensures that your plan is specially designed to meet your specific needs.
Our team’s commitment goes beyond merely managing your assets. As hands-on, data-driven financial planning experts, we actively engage with you to help ensure that your decisions remain focused, and that you follow through with your financial plans. An important part of our “3P Approach” to financial planning means we work with your other trusted advisors like CPAs, insurance agents and attorneys in a collaborative “team” effort. As independent financial advisors and experts in the field, we also make the latest news, tools and information available to you through our blog, monthly Momentum Newsletter and social media activity, keeping 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