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