Attentive & Personal Planning
For the Northeast & Beyond
At GWM, we focus on comprehensively planning for your future, so you can spend more time on what you do best and enjoy doing the most. For years, we have been helping clients manage their wealth and clarify their goals for the road ahead.
As an independent, Massachusetts-based firm, we offer a variety of financial planning and portfolio management services to entrepreneurs, families and individuals looking to create or maintain their path of prosperity.
With Us, You Can Look Forward to Experiencing:
With a foundation of integrity, we recommend only the strategies and products that best meet your needs. As an independent firm, we work directly with you, keeping your interests at the forefront of our work.
Founded and developed with consistent performance and unwavering trust in mind, our success as asset managers depends on maintaining successful relationships with our clients.
Whether you need a one-time consultation or ongoing guidance from our team, we’ll work to identify your objectives and the best format in which to work together.
When you meet with us, you’ll know who you’re speaking with and will have developed a trusting relationship to feel confident in. We prefer to work with a focused number of people so that we can learn who you are on a personal and professional level.
Our process is designed to quarterback the nuances of your specific plan. We work and have existing relationships with attorneys, tax professionals, insurance agents, lenders, real estate professionals and other specialists in your life.
Together, We’ll Create a Plan That Works for You