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GW Financial

Overview:

GW Financial is a wealth management company that primarily addresses the broad financial needs of individual clients through integrated advice and asset management. We provide financial planning, discretionary investment management, and tax strategies. We consult with our clients, as well as work with their attorneys and tax advisors.

We are a C-corp and registered with the SEC

GW Financial is an independent, fee-only wealth management and financial planning firm specializing in advising and engaging individuals, families, and organizations. We specialize in coaching clients toward financial peace, focus on financial education, delivering well researched wealth management strategies.

GW Financial does not sell financial products or accept commissions or compensation from any other source, so our clients will always receive independent, unbiased advice.

Our clients are unique, because of that our fee-only approach allows us to give our clients complete objectivity in our recommendations and services. Our process is fully transparent and has no hidden fees. Our only incentive is to act in the best interest of our client.

History:

We were founded in April 1982 by Glenn Woody and acquired by Julie Bray in 2014.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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