Our Philosophy
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
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Our Philosophy

Investments represent an important part of a integrated wealth management plan.

  • Investment accounts are managed on a Fee-Only basis, GWA receives no commissions from investments.
  • All portfolios are constructed based on clients’ individual objectives, time horizon, and risk tolerance.
  • A low-cost global investment approach is utilized to provide representation in various asset classes.
  • Holdings usually consist of mutual funds, primarily from Dimensional Fund Advisors. We also utilize exchange-traded funds (ETFs) as well.
  • Investment accounts are monitored to ensure suitability.
  • We Do Not engage in market timing or sector bets.