Insights

What’s New at GPW Happy New Year! We are excited to ring in the 2024 year and are looking forward to what’s ahead. We are starting the New Year off with 3 Financial New Year’s Resolutions as well as important... Read More

What’s New at GPW The end of the year is traditionally a time of thanksgiving, reflection, and celebration. For us, 2023 has been full of exciting growth as we continue to focus on serving our clients. Throughout the year we... Read More

Managing Investment Risk with Alternative Strategies On our journey to accumulate wealth, managing risk is just as crucial as maximizing returns. One proactive approach to mitigate investment risk is utilizing alternative investments, such as private equity, structured notes, and real... Read More

What’s New at GPW Andrew Carnegie is quoted as saying “I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution.” This month’s newsletter features important information about Required Minimum Distributions (RMDs) and charitable... Read More