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.