OUR SPECIALITIES
There are many financial advisory firms that focus on clients with high income or high net worth, but not many share our expertise with the unique needs, desires, and challenges of those who are in the medical community or are entrepreneurs. At GMW, we get it and we get you.
Specialities
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YOU HAVE SIGNIFICANT
ASSETS
Maybe you've already built a substantial net worth and you want a professional to help you maintain financial independence.
We've designed our system to work well with those who have have accumulated assets between $1MM and $20MM.
What We Work On
Lower Cost Investments
Tax Loss Harvesting
Asset Location
Portfolio Strategies
Retirement Tax Planning
Tax Bracket Arbitrage
Specialities
YOU HAVE HIGH INCOME
Our high income clients are focused on building significant assets and financial independence.
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We've developed specialized, high income strategies targeted to clients with annual household income greater than $250,000.
What We Work On
Tax Deductions/Credits
Tax Deferral Strategies
Tax Bracket Arbitrage
Tax Loss Harvesting
Asset Location
Education Planning
Specialities
FINANCIAL PLANNING FOR OPTOMETRY PRACTICE OWNERS
Is there really a financial advisor who specializes in working with Optometrists?
Yes. And as far as we know, we're it.
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After years of working closely with a number of optometrists, we understand your business model very well.
What We Work On
Personal Financial Planning
Retirement Plan Design
Practice Management
Lifestyle Planning
Business Financials
Asset Protection
Specialities
FINANCIAL PLANNING FOR BUSINESS OWNERS
Owning a business brings a new level of complexity – and opportunity – to your financial planning strategies. We serve as a guide to help you make informed choices to achieve both your business and personal goals. Whether you are starting a business, are a long-time entrepreneur, or ready to sell your business, we are here to help.
What We Work On
Business Planning
Retirement Plans
Asset Protection
Tax Strategies
Personal Financial Planning
If you're a doctor, you deserve a financial advisor who understands you.
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We've solved delayed entry into the workforce, high debt loads, burnout, and taxes. Our team has experience working with high incomes and a deep understanding of your strategic benefits and retirement plan options.
Fields We've Helped
Emergency Medicine
Family Medicine
General Surgery
Internal Medicine
Medical Research
Neurology​
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Obstetrics & Gynecology
Ophthalmology
Otolaryngology
Psychiatry
Physical Medicine
Radiology
Urology