We work with clients to define a
Retirement Roadmap
SERVICES
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.
Goal Identification
Cash Flow Analysis
Risk Profile Assessment
Employer Benefits Analysis
Business Owner Consulting
"What If" Scenarios
Social Security Claiming Strategies
Goal Prioritization
Net Worth Statement
Retirement Analysis
Executive Compensation Analysis
Insurance Needs Analysis
Tax Optimization Strategies
Planning for Medicare and Healthcare Costs
Portfolio Implementation
Low-Cost
Transparent
Indexing
Risk Management
Globally Diversified
Tax Efficient
Income-Paying
Target Asset Allocation
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.
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.
Tax-Optimized Portfolio
Charitable Giving Strategies
Tax-Loss Harvesting
Wealth Transfer Strategies
Protect Your Assets
Beneficiary Review
Gifting Strategies
Life Insurance Review
Avoid Probate
Power of Attorney Review
Wealth Transfer Strategies
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.
Goal Identification
Goal Prioritization
Retirement Analysis
Risk Profile Assessment
Net Worth Statement
Cash Flow Analysis
Employer Benefits Analysis
Business Owner Consulting
Executive Compensation Analysis
Insurance Needs Analysis
"What If" Scenarios
Tax Optimization Strategies
Social Security Claiming Strategies
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.
Portfolio Implementation
Low-Cost
Transparent
Indexing
Risk Management
Globally Diversified
Tax Efficient
Income-Paying
Target Asset Allocation
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?
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Ready to retire confidently?