What Our Clients & Colleagues Are Saying:

Your World

No advisor has cared more about our family. Jeff and his team have the ability to focus on the issues that are important to us, allowing us to enjoy our lives and sleep easy.
— L. Pollard Retired Business Owner

We were faced with an unexpected family tragedy that rocked our lives. Jeff and his team were there for us in every way – they embraced us as they would their own family.
— M. Williamson Widow & Professional

Our Approach

My forty-five years in the investment field have demonstrated over and over that successful investors are distinguished from the less successful by their ability to remove emotion and bias from the investment process. I’ve been impressed by Jeff's rigorous, disciplined approach to portfolio management.
— Jim Allworth RBC Chief Strategist

Having an advisor who is licensed to act on our behalf on a discretionary basis lets us sleep better at night. Jeff and his team offer experience and dedication, and are committed to protecting our best interests at all times.
— R. & L. Mason Retired Business Professionals

Family Office Planning

Selling a business is complex. The GWP team offers exceptional, hands-on guidance to business owners – unparalleled service from trusted wealth management professionals.
— Chris Larmer Principal, Sequoia Mergers & Acquisitions Corp