Our Story

Over the last 30 years, we have seen wonderful innovations in both technology and investing. While many of those innovations have changed the way we operate, the basic client needs haven’t. Clients still want to work face to face with a professional that takes the time to care about and understand their unique needs. They want a plan developed and tailored to their life goals. GWM Advisors was founded to give financial advisors a place where they can go back to the core reason we exist in the first place – to help each client pursue their unique financial goals.

We are a firm made up of independent financial advisors that all share the belief that each client is unique and deserves more than ordinary service. We will ask the right questions and spend the time necessary to discover what your financial needs really are. Working with one of our advisors means knowing that an experienced professional has your back every step of the way. Our commitment is that when you leave one of our offices, you’ll leave with a clear path to pursue you and your family’s financial future. From that point on, it’s our job to help you pursue your goals. Your job is to get out and enjoy the life you worked hard to build.