Our Philosophy
As stewards of capital, our financial advisors love what they do. They come in every day, and with the highest standards of professionalism and integrity they look at all the different options to identify sound retirement savings, insurance, and investment strategies for our clients. It’s a privilege and a puzzle.
The puzzle’s pieces are the range of our firm’s financial advising and retirement income services—financial planning, managed assets, annuities, insurance, and stocks and bond trades.
According to PricewaterhouseCoopers, one in four Americans have no retirement savings at all, and those who are saving aren’t saving enough. The average household has a retirement account of $97,000. Distributed over 20 years, that’s $400 a month—hardly enough, even without factoring in inflation, lengthening lifespans, and rising healthcare costs.
OUR MISSION
GWM’s mission is to help people retire with confidence by creating reliable lifetime income throughout their retirement years. The need has never been greater to help people save more. Economic forecasts indicate more than 40 percent of households will run out of money in retirement.
To accomplish financial goals, you need a clear vision of what you want to achieve but also the proper toolkit, and it helps to have an experienced guide. We take a supportive and encouraging approach to helping coach our clients to financial success.
GWM takes great pride helping others achieve their total wealth priorities, needs, and objectives. We get to help people every day realize their dreams, making our job the best in the world.
Our hope is they act sooner in life than later to empower themselves with access to the tools and solutions they need to build secure financial futures for them and their families.
