Comprehensive Estate Planning
Strategies designed to preserve wealth, reduce estate taxes, and ensure a smooth transfer to heirs or charitable causes.
Private Client Services
Innovative Strategies. Client-First Approach.
For clients with significant wealth, financial decisions carry greater complexity — and greater consequences. Our Private Client Services are designed specifically for high-net-worth individuals and families who require a more sophisticated, personalized approach. At GWH, we serve as your central financial team, coordinating across your legal, tax, and investment advisors to ensure every aspect of your wealth is aligned with your values, goals, and legacy. From advanced estate planning to business succession, we bring decades of experience and a high level of discretion to every relationship. Whether you're navigating a liquidity event, transitioning generational wealth, or simply want to preserve and grow your assets with intention, we offer thoughtful, proactive strategies tailored to your unique needs.
Meet Your AdvisorsIndividual Services
Sophisticated, fully integrated strategies for high-net-worth individuals and families — designed to preserve wealth, minimize risk, and support long-term legacy goals.
Trust Planning & Administration
Experienced guidance on structuring, funding, and managing trusts for asset protection, tax efficiency, and control.
Multi-Generational Wealth Planning
Family governance, education, and legacy planning to align financial strategies across generations.
Business Succession Planning
Thoughtful exit strategies for business owners to preserve value and plan for retirement or next-gen leadership.
Tax Optimization Strategies
Holistic planning that integrates investments, charitable giving, and estate strategy designed to minimize lifetime tax liability.
Charitable Giving Strategies
Structure donor-advised funds, private foundations, or charitable trusts to amplify impact while maximizing tax benefits.
Private Investment Review
Oversight and due diligence on private placements, real estate holdings, and alternative investments.
Lifestyle & Concierge Financial Services
Coordinated support for large purchases, family office services, cash-flow planning, and ongoing financial oversight.
00 %
of clients report feeling more financially secure after implementing a personalized wealth strategy
00 %
Client satisfaction with long-term investment outcomes
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Improvement in overall financial organization and clarity
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Greater likelihood of meeting retirement goals with a tailored plan
The Impact of Thoughtful Wealth Management
Effective wealth management goes beyond numbers — it's about building financial independence and a legacy for future generations. Our approach ensures your goals remain the priority at every step.
- Enhanced Financial Confidence
- Long-Term Asset Growth
- Personalized Investment Strategies
- Risk Mitigation & Diversification
- Generational Wealth Planning
- Tax-Efficient Solutions
Additional Services to Maximize Your Business Potential
Financial Planning
As wealth advisors, we believe in innovation, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your success.
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Personal Accounting
At GWH, we do more than prepare your taxes — we get to know you. Whether it's a new job, a growing family, or a change in income, we stay in touch throughout the year to help you plan ahead, avoid surprises, and make confident financial decisions. Our goal is to be the team you rely on, not just during tax season, but whenever life changes. With a team of experienced CPAs who know the tax code inside and out, we’re here to help you navigate deductions, credits, and complex filings with confidence.
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Business Accounting
Our business accounting services go beyond the basics to provide clarity and strategy. Whether you're a startup finding your footing or a seasoned business refining your operations, we tailor our services to meet your needs at every stage of growth. From staying compliant to planning ahead, we help you make informed decisions that move your business forward.
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Tax Planning
As wealth advisors, we believe in innovation, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your success.
Read More about tax planningNot sure where to start? We've Got You Covered
We work with individuals, couples, families, and small-business owners at all stages of their financial journey — from just getting started to planning for retirement.
If you care about making smart decisions with your money, you’re in the right place.
Book Your Appointment
Whether it’s a portfolio review or simply seeking guidance on where to start, we’re here to help.
