Join us for the 10th Annual Chef Night

Barry

His vision for starting GWS was to deliver investment strategies and wealth management services typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services targeted to meet their unique needs.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Our Team

Meet Our Award-Winning Team

Our team of fiduciary advisors creates plans as unique as you are.

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Services

Full Financial Advisory Services

Holistic Financial Planning, Investment Management, and more!

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About Us

We're Different on Purpose

Our refreshing "Just One Client" mindset gives us the time to serve you.