GW FINANCIAL

Overview

GW Financial is an independent registered investment adviser that works primarily with individual and family clients. The firm operates as a capital allocator, blending discretionary portfolio management with planning and selective use of outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of third‑party advisers. Fee arrangements are flexible: percentage of AUM, hourly engagements and fixed‑fee work are all offered, allowing the firm to tailor billing to client needs. Investment activity is centered on public mutual funds as the core of client portfolios, with supplemental use of annuities for guaranteed income solutions and allocations to third‑party private markets and real estate managers for diversification and return enhancement. GW Financial runs both discretionary and non‑discretionary relationships, signaling the ability to manage fully delegated portfolios while also servicing clients who prefer collaborative or advisory roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices