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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.

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Specialities

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

Doctors
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Specialities

YOU HAVE HIGH INCOME

Our high income clients are focused on building significant assets and financial independence.

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

High income

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.   

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

Optometrists
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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

Residents

Specialities

FINANCIAL PLANNING FOR DOCTORS

If you're a doctor, you deserve a financial advisor who understands you. 

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​

Obstetrics & Gynecology

Ophthalmology

Otolaryngology

Psychiatry

Physical Medicine

Radiology

Urology

High Assets
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