Serving As Your Family CFO
GWM is your family CFO, and we are here to answer all your financial questions. We incorporate all areas of finance into our advice, removing the burden from our client. We have been servicing three generations of clients through our multi-generational financial planning. This approach seeks to provide you with the clarity, confidence, and guidance you need to plan for the responsible stewardship of your family’s wealth over generations.
If retirement is your main concern, we can help you prioritize your goals and develop a strategy that seeks to preserve and grow your retirement assets. Whether you’re in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you meet your long-term needs.
Serving As Your Family CFO
GWM is your family CFO, and we are here to answer all your financial questions. We incorporate all areas of finance into our advice, removing the burden from our client. We have been servicing three generations of clients through our multi-generational financial planning. This approach seeks to provide you with the clarity, confidence, and guidance you need to plan for the responsible stewardship of your family’s wealth over generations.
If retirement is your main concern, we can help you prioritize your goals and develop a strategy that seeks to preserve and grow your retirement assets. Whether you’re in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you meet your long-term needs.
Multi-Generational & Comprehensive Financial Planning
You and your family have numerous financial questions…we are here to help.
- Investment management
- Retirement planning and funding
- Estate planning and asset transfer to loved ones
- Large purchase analysis
- Decisions about elder care
- Social Security / Medicare options
- Education planning for children and grandchildren
Investment Management / GWM Model Portfolios
What makes Goss Wealth Management different is our distinct style of managing client assets. Incorporating both fundamental and technical research into our decision making, we offer a broad spectrum of specialized model portfolios to meet different objectives. Each portfolio has a written investment process that determines how positions move in and out of the portfolio; and the criteria they must maintain to remain in the portfolio. GWM has built an entire investment team that provides daily monitoring of the portfolios.
Investment Management / GWM Model Portfolios
What makes Goss Wealth Management different is our distinct style of managing client assets. Incorporating both fundamental and technical research into our decision making, we offer a broad spectrum of specialized model portfolios to meet different objectives. Each portfolio has a written investment process that determines how positions move in and out of the portfolio; and the criteria they must maintain to remain in the portfolio. GWM has built an entire investment team that provides daily monitoring of the portfolios.
