OUR SERVICES
FINANCIAL PLANNING
At GWA, the financial planning process begins with a series of questions designed to understand your overall financial position as well as your unique financial goals. We then help you define a personalized risk-reward framework which, in turn, informs our final asset allocation recommendation. Dependent on your situation, the conversation may cover topics such as: social security optimization, education funding, medical expense management, insurance needs, tax reduction strategies or even estate planning opportunities.
INVESTMENT MANAGEMENT
Our core investment philosophy is based on three distinct components: a) broad based, global diversification, b) customized, risk-based asset allocation, and c) a smart, factor based investment strategy developed by Nobel Prize winning economists. We primarily leverage low-cost, tax efficient mutual funds as our investment vehicle of choice. Our investment approach is "buy and hold" oriented and so does not involve frequent trading. We monitor your investment portfolio over time and realign your asset allocation to target state in a cost efficient manner as needed. We are empowered to execute your trades based on a mutually agreed upon investment strategy.