Services and Products

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

• Cash Management Accounts (Checking, Savings, CD's, CDARS)
• 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
• Simple IRA
• Annuities

Insurance

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance