GWM provides assistance in the following areas:
Financial Planning
- Cash management
- Social Security Planning
- Retirement Planning
- Investment Planning
- Tax Strategies
- Estate Planning
- College Planning
- Risk Management
Accounts and Investments
- Brokerage (ETFs, Mutual Funds, Stocks, Bonds)
- 401(k)s and other retirement plans for small businesses and non-profits
- Rollover IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Annuities