In What Matters Most, We Support You

The team at GWM Advisors has over 60 years of combined industry experience; much of it gained as managers and branch operational support at traditional wirehouses. We have experience and know how to handle the challenges of running a business while trying to serve your clients and grow your business.

The back office/operational distractions of running an independent business by yourself can add up and eat away at your time. Business operations, compliance, and back office support are handled by GWM Advisors, much like it is typically handled by a branch in a wirehouse. Advisors use us so they can focus on servicing their clients and growing their businesses. GWM Advisors works for you so you can focus on what really matters – your clients.

Transition Support

We understand that transitioning your book from your current firm to independence is one of the biggest (if not the biggest) hurdles facing advisors looking to go independent. It’s a major decision and can often seem overwhelming. Especially the thought of doing it alone.

GWM Advisors will work with you beforehand to put a plan in place to make this process as smooth and automated as possible. Once you initiate the move, we will be with you every step of the way to ensure you and your clients aren’t left in the dark. You won’t have to learn as you go. We will be in the office with you every single day. You’ll come out the other side wondering why you didn’t do this sooner.

A Message From Our Founder/CEO - Jerry Goss

When I started my career over three decades ago at A.G. Edwards, the firm did everything in its power to help me serve my clients, and gave me the support I needed to grow my business beyond my wildest dreams. While the support and the success was great, something else truly made me love where I worked. I knew I was more than just an employee at a firm; I was part of a family. A lot has changed since then.

Many brokerage firms are now predominately owned by banks. While this isn't always a bad thing, banks are much more familiar with the salaried employee model. This culture has led to many advisors realizing they are not the owners of the books of businesses they worked entire careers to create. As a mere employee, advisors are helpless to defend their livelihood against lower payouts and abysmal retirement packages. I wanted to feel like I was more than an employee again. I wanted to feel like what I built over my career was actually mine. It became quite evident to me and many others that a change was needed, and needed soon.

GWM Advisors is that change. Welcome to a firm where every advisor doesn’t just feel like they own their own business, they actually do. GWM Advisors' mission is to provide financial advisors with everything they need to better serve their clients. We want to help pave the way for you to succeed without ever getting in the way. I’m excited to have developed a firm that gets back to the fundamentals of what I love about this business - helping clients. I’m even more excited about the future of GWM Advisors - helping advisors help clients! I truly believe this is the future for our industry, and hope you will consider sharing in our success.

Find out how GWM supports your Business

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