Financial Wellness: GWM helps build a happier and more engaged workforce by empowering employees to take control of their financial future. With proactive financial coaching sessions and support employees can develop and implement their own personalized retirement roadmaps.

At GWM We Believe Education Empowers Participants To Make The Right Decisions Today, To Shape Their Retirement Tomorrow: 

  • Assist in the education of Plan participants about general investment information and the investment alternatives available to them under the Plan
  • Assist in the group enrollment meetings designed to increase retirement plan participation and provide investment guidance

 GWM provides participants with:

  • One on One Planning Sessions
  • Employee Education Seminars
  • Ongoing Phone-based Coaching
  • Access to Financial tools and technology
  • Marketing materials and Financial Resources