Jakob and Tony enjoy impacting the lives of future next generation leaders who show dedication and passion for investing in their own futures. We support young professionals as they establish firm foundations by instilling financial discipline, providing professional advice, and offering wise counsel that promotes an abundant life.

Developing a financial plan early in life while taking advantage of wealth management and the time-value of money may result in the creation of significant additional portfolio value at retirement and advice through life’s milestones like your first home purchase, building your career, and planning for children is invaluable.

We will develop a personalized financial plan with the tactical portfolio construction necessary to successfully realize your goals while keeping our costs significantly below industry average to promote asset growth.

Between job changes, home improvements, and raising a family, building a nest egg often takes a backseat to the detriment of your long-term retirement goals and lifestyle. At GWP, we actively manage our clients’ financial situations with integrity and excellence, removing distractions from the important moments in their lives like spending time with kids, strengthening a relationship with a spouse, and investing in memories and friendships.

Leveraging decades of wealth management experience, partnerships with Geneos Wealth Management, Axiom, third-party professional managers, and relationships with CFA charterholders, we optimize portfolio growth while limiting downside risks. Our actively managed models are designed to build long term wealth to support your future retirement lifestyle while improving your current quality of life and fiscal peace of mind.

It is important for every retiree to have a retirement income strategy that preserves their wealth and supports “redeployment.” Redeployment is the concept that you retire to something, not just from something.

Our greatest joy is watching our clients live with purpose and the pictures and stories shared of grandchildren, travel destinations, and dreams fulfilled are blessings to everyone in the office. Fully embracing your redeployment as your focus changes from wealth acquisition and career building can be challenging.

We will present you with hypothetical scenarios that place stresses on your current financial plan so you may clearly visualize and understand your spending flexibility and long-term wealth stability. Our desire is to provide you with financial peace of mind so that you may live abundantly, pursuing joy and fulfillment.

Generational wealth transfer, tax efficiencies in estate planning, and asset consolidation are concerns you will encounter while preparing for the later stages of life. The GWP goal for legacy planning is to eliminate the stress that accompanies wealth transfer and end of life planning, both on the part of the client and the beneficiary.

Keeping all relevant documents like Wills, Trusts, Estate Documents, Life Insurance policies, etc. in one central location has proven to provide heirs with much less headache concerning their loved one’s estate so they can properly care for their families and grieve together.

We leverage our strategic partnerships with estate planning attorneys to safeguard our clients’ final wishes and create those legal documents. This means that all the information and help you need to manage your estate is just a phone call away.