Let's have a discussion about your specific goals and objectives so you can make the most of your retirement.

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.
  • Portfolios usually consist of exchange-traded funds and mutual funds.
  • Investment accounts are monitored to ensure suitability.
  • We Do Not engage in market timing or sector bets.