GWS&A is a full-service, boutique wealth management firm located in Cherry Creek. Our staff is highly credentialed: CFP , ChFC , MBA, AIF , RP , CLU and specializes in holistic planning for individuals, families and small businesses.

Our planning method is very detailed. We typically meet with folks over a series of meetings (3-4; @2 hours each), before presenting the actual, deliverable plan to family, individual or business owner.

Our process could be described as an examination of a family's financial health. We take an in depth look at Retirement strategies, Education planning, Tax mitigation strategies, Emergency Funds and Liquidity, Risk Management, and Legacy, Trust & Estate Planning.