Broker Check

GWM Technology

The GWM team is dedicated to investing in tools that empower us to provide an exceptional wealth management experience As Americans, we leverage technology everyday in so many ways- often without even realizing it. My investment in best-of-breed technology provides my clients with access to the finest tools they can use. Clients have greater access and control of their financial strategy than any time in the last two decades.

Innovative Risk Quantification

Innovative Risk Quantification

In 2022, I subscribed to Riskalyze, a unique and empowering portfolio construction technology. This application enables me to quantify your comfort with volatility in your portfolio value. Its innovative design uses a few point-and-click selections to quantify, in the form of a “Risk Number”, how much risk you are comfortable with.  A portfolio built using your number is assigned a GPA based on its risk adjusted return.*

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Complex Planning Application

Complex Planning Application

In 2023, I subscribed to a powerful financial planning application called RightCapital. In contrast to prior software I've used, RightCapital enables me to build plans funding multiple simultaneous or phased goals or using a cash flow-focused method. In addition, it is highly versatile, with many selections for how I prefer to craft strategies for my clients. So I was not surprised a fellow CFP® designed it - it made total sense. The ability to link bank accounts, mortgages, credit debt, etc keep net-worth accurate. Clients are able to login and view the plan to review results.  Client View

Check Out RightCapital®