We can meet with you in person, virtually, or through a combination of both. We prioritize flexibility so that you can access financial guidance in the way that’s most convenient for you—whether at our office, your home, or online.

Yes! We work with clients across state lines, providing personalized financial planning and wealth management services regardless of location. We comply with state regulations and ensure that every client receives the same level of expertise and attention.

Meeting frequency is flexible and based on your needs. Many clients meet annually, while others prefer semi-annual check-ins. We work with you to ensure consistent communication so your financial plan stays aligned with your goals.

Our advisors hold a range of respected financial certifications, including:

• ChFC® – Chartered Financial Consultant
• RICP® – Retirement Income Certified Professional
• RFC® – Registered Financial Consultant
• CRC® – Certified Retirement Counselor

Each advisor brings extensive experience in financial planning, investment management, and wealth preservation to serve your unique needs.

Financial advisors at GWS offer comprehensive services for both individuals and businesses including retirement planning, investment management, tax strategy, estate planning, risk management, and personalized financial plans—fully tailored to your goals.

Getting started is simple. Schedule an initial consultation with one of our advisors. We’ll review your current financial situation, understand your goals, and outline a customized plan to help you achieve them.

A financial advisor helps you assess your current savings, project future income needs, and design an investment strategy that supports your retirement goals. We help navigate Social Security, taxes, and risk management to ensure you’re prepared for a comfortable future.

We begin by understanding your goals, values, income, expenses, and current investments. From there, we design a strategy that addresses foundation, accumulation, preservation, and legacy. Your plan is reviewed regularly and adjusted as your life evolves.

Wealth management is a comprehensive approach to growing, protecting, and distributing your assets. It integrates financial planning, investment management, tax strategies, and estate planning. Anyone looking to optimize or simplify their finances can benefit from it.

Please bring information about your income, expenses, investments, insurance, retirement accounts, and any financial goals or concerns. This helps us understand your situation and begin building your tailored financial plan.