COMPREHENSIVE FINANCIAL PLANNING
In addition to investment management services, GH, PWM provides financial planning services to some of its clients. Our financial planning services may include:
· Recommendations for portfolio customization
· Advice on existing or potential investment products
· Account re-balancing
· Education Funding
· Retirement goal setting
· Wealth Transfer Strategies
Financial planning services may also include recommendations relating to investment strategies as well as tailored investment advice.
For further explanation and fees please refer to Our ADV part 2.
SINGLE ISSUE PLANNING
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INVESTMENT ADVISORY SERVICES
As an independent fiduciary we act as advocates for our clients offering objective advice minimizing conflicts of interest inherent to commission-based recommendations.
INVESTMENT CONSULTING SERVICES
PORTFOLIO MONITORING SERVICES AND CONSULTING SERVICES
Consulting services include analysis and advice on financial and business matters. Services may include investment monitoring, review of portfolio managers, retirement plan sponsor and participant advice, presentations or seminar materials and/or other services at the request of the client. In addition, this service includes periodic consultations and the preparation of reports based on the services requested by the client.
