Broker Check

Our name explains what we do and who we serve...

Global...

With its base in Boulder, CO, the GWMG team is globally-focused and globally-experienced. We believe that the world’s economies and financial markets, varied and volatile, are inextricably connected; that the trend toward interconnection will continue; and that some exposure to foreign investments should be included in any well-diversified portfolio*. Many of our clients live outside the US and our team’s expertise is enriched by their experiences. We are fluent Spanish speakers.

Wealth...

Net worth is just one measure of wealth, and certainly an important one. But financial resources should most fundamentally be tools for building other forms of wealth: security, opportunity, choices and options in life; good health, family unity, and personal fulfillment. We applaud clients who recognize the responsibilities that come with wealth: to pay their good fortune forward through legacy and philanthropic planning.

Management...

As advisors and helpmates to our clients and overseers of their financial resources, we manage according to a carefully, thoroughly and confidentially crafted financial plan. This plan becomes the initial and defining foundation of our management strategy. Clarifying values, challenging assumptions, exploring options and posing alternative scenarios are natural parts of defining long-term life goals and preparing for bumps encountered along the way. We use diversification, asset allocation, vigilance, re-balancing and ongoing planning to minimize risk, maximize returns, and pursue goals. As world economies and financial markets change and clients and their families experience life’s inevitable passage, the plan changes and evolves. A relationship based on trust and candor between advisor and client keeps everyone’s eyes on the ultimate blessings of health, happiness and security. We strive to provide extraordinary personal service in building successful long-term relationships.

...Group.

Our team of two educated, licensed and experienced financial professionals works closely with our client’s other professional advisors, such as CPA's and attorneys. Behind our team of three stand all the resources of LPL, the nation's largest, independent financial services group. GWMG also has a deep bench of professional affiliates specializing in the legal and tax complexities of the global landscape**.

*International and emerging market investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

**Depending on the country, licensing and registration restrictions may apply to the management of financial accounts held outside the United States.