GWM is a Fiduciary.

As a fee-based investment advisor firm, we are paid only by our clients. We do not accept commissions, referral fees, or compensation from other sources. The result is truly unbiased financial planning, retirement plan advice and investment management. GWM and its representatives are committed to acting as a fiduciary, meaning that by law we must act in your best interest relating to the services provided.

FIDUCIARY

GWM and its representatives are committed to acting as a fiduciary; meaning that by law we must act in your best interest relating to the services and advice we provide.

INDEPENDENT

As an Independent firm we are equipped to offer a full range of investment offerings with no proprietary investment requirements. GWM is free from monthly sales quotas, cross-selling relationships, incentives to sell high commission products, and from having to make unsuitable recommendations. Our independence allows us to provide best in class services, technology and products to clients.

FEE-BASED

GWM is a fee-based investment advisory firm. We do not accept commissions, referral fees, or third-party compensation from other sources. We are only paid by the clients in which we serve. This results in full transparency, conflict-free advice, and objective investment management.