EASY AND CONVENIENT
From signup, to account opening, to ongoing account monitoring— everything’s online and accessible 24/7. The technology makes the process fast and easy.
LOW ACCOUNT MINIMUMS
Get started with as little as $5,000 and benefit from holistic wealth management. Steadily grow your GWP account with monthly deposits!
A PERSONALIZED ROADMAP
Receive an investment allocation and personalized roadmap based on your goals, investing time horizon, and risk preferences. GWP strives to improve your investment strategy by showing you what’s working well and what’s not.
TAX EFFICIENT INVESTING
Each trade is evaluated for tax efficiency. If an investment experiences a loss, it may be sold to offset taxable gains in the portfolio. Investments are then replaced by similar investments to maintain asset allocation.