One simple call.  A number of available solutions. Tapping into the GWM network.

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use institutional money managers and insurance products (life insurance, long term care, disability, annuities, etc.) to help you meet financial goals. We work in concert with tax professionals and/or attorneys in your or our network to advise you on specific aspects of your financial strategy. Ask about our second opinion “know your number” exercise we have used to help so many gain clarity.

At GWM, we offer the following services:

  • Retirement Income Strategies
  • Wealth Accumulation
  • Asset Protection
  • Tax Minimization Strategies
  • Annuities
  • Charitable Giving
  • Life Insurance
  • Estate Planning
  • Long Term Care Planning
  • IRA & 401(k) Assets
  • IRA Legacy Planning
  • Probate

To schedule a time to discuss your financial future, contact us at or call us at 206.528.2001, ext. 111, today! 

Our insurance professional and registered investment advisor/registered representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.