We work with clients to define a

Retirement Roadmap

SERVICES

We work with clients to define
and deliver a financial roadmap
to achieve their retirement goals

How we can help

Retirement Solutions

GWS provides comprehensive wealth management services for a flat fee.  We also partner with DIY investors to create one-time financial plans.  We will deliver a clear retirement roadmap to support your income and desired lifestyle in retirement.

Retirement Planning

We begin every relationship by understanding your entire financial picture so we can deliver an indispensable retirement roadmap that allows you to retire with less stress and more confidence.

Clients can access their financial plan through a secure web portal.

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Goal Identification

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Cash Flow Analysis

N

Risk Profile Assessment

N

Employer Benefits Analysis

N

Business Owner Consulting

N

"What If" Scenarios

N

Social Security Claiming Strategies

N

Goal Prioritization

N

Net Worth Statement

N

Retirement Analysis

N

Executive Compensation Analysis

N

Insurance Needs Analysis

N

Tax Optimization Strategies

N

Planning for Medicare and Healthcare Costs

N

Portfolio Implementation

N

Low-Cost

N

Transparent

N

Indexing

N

Risk Management

N

Globally Diversified

N

Tax Efficient

N

Income-Paying

N

Target Asset Allocation

N

Portfolio Rebalancing

Investment Management

After developing a retirement roadmap, GWS will create a custom portfolio for every client that reflects their financial goals.

Clients can monitor their investments using a secure web portal.

 

Learn more about our investment philosophy

Tax Planning

Taxes are complex and always changing, but smart tax strategies help you keep more of what’s yours.  We work with clients to minimize your tax burden and maximize potential returns by leveraging the insights we gain from your initial retirement roadmap.

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Tax-Optimized Portfolio

N

Charitable Giving Strategies

N

Tax-Loss Harvesting

N

Wealth Transfer Strategies

N

Protect Your Assets

N

Beneficiary Review

N

Gifting Strategies

N

Life Insurance Review

N

Avoid Probate

N

Power of Attorney Review

N

Wealth Transfer Strategies

N

Charitable Trusts

Estate Planning

We will help you leave a legacy for the people and causes that matter most to you by ensuring your wishes are fully integrated with your financial plan.

Retirement Planning

We begin every relationship by understanding your entire financial picture so we can deliver an indispensable retirement roadmap that allows you to retire with less stress and more confidence.

Clients can access their financial plan through a secure web portal.

N

Goal Identification

N

Goal Prioritization

N

Retirement Analysis

N

Risk Profile Assessment

N

Net Worth Statement

N

Cash Flow Analysis

N

Employer Benefits Analysis

N

Business Owner Consulting

N

Executive Compensation Analysis

N

Insurance Needs Analysis

N

"What If" Scenarios

N

Tax Optimization Strategies

N

Social Security Claiming Strategies

N

Planning for Medicare and Healthcare Costs

Investment Management

After developing a retirement roadmap, GWS will create a custom portfolio for every client that reflects their financial goals.

Clients can monitor their investments using a secure web portal.

N

Portfolio Implementation

N

Low-Cost

N

Transparent

N

Indexing

N

Risk Management

N

Globally Diversified

N

Tax Efficient

N

Income-Paying

N

Target Asset Allocation

N

Portfolio Rebalancing

Tax Planning

Taxes are complex and always changing, but smart tax strategies help you keep more of what’s yours.  We work with clients to minimize your tax burden and maximize potential returns by leveraging the insights we gain from your initial retirement roadmap.

Estate Planning

We will help you leave a legacy for the people and causes that matter most to you by ensuring your wishes are fully integrated with your financial plan.

Investment Philosophy

We believe the primary goal in investing should be to harness the power of financial markets – not try to outguess them. While most of the investment industry tries to sell stock-picking and market-timing (i.e. active management), over 70 years of peer-reviewed, empirical research shows that investors chasing individual stocks almost never achieve positive long-term portfolio performance.

Instead, we utilize an evidence-based approach to investing that focuses on diversification, discipline, minimizing costs, and reducing taxes. This approach minimizes risk and allows our clients to capture their share of the returns the market generates.  Most importantly, structuring a portfolio in this way gives clients the best chance at reaching their financial goals.

 

We believe in:

  • The power of markets
  • Smart diversification
  • Full transparency
  • Applying insights from financial science to make data-driven and time-tested decisions

 

We practice:

  • Indexing
  • Portfolio rebalancing

 

We DO NOT:

  • Experiment or invest based on a gut feeling
  • Attempt to time the markets
  • Outguess the market
  • Trade on stock tips

Ready to retire confidently?

Learn about our process

Our process starts with a
complimentary Zoom call.

Ask a question

Email us with your questions or review our FAQ page.

Book a Zoom call
Schedule a free Zoom consultation online.

Ready to retire confidently?

Learn about our process

Our process starts with a
complimentary Zoom call.

Ask a question

Email us with your questions
or review our FAQ page.

Book a Zoom call
Schedule a free Zoom consultation online.