Join us for the 10th Annual Chef Night
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.
Our Team
Meet Our Award-Winning Team
Our team of fiduciary advisors creates plans as unique as you are.
Services
Full Financial Advisory Services
Holistic Financial Planning, Investment Management, and more!
About Us
We're Different on Purpose
Our refreshing "Just One Client" mindset gives us the time to serve you.