Our mission is to help clients get and stay invested for the long term.
Our purpose is to help clients reach their financial independence.

Values Matter
A person’s reputation is what will be remembered by those who are important to you. There is nothing more important in life than taking personal accountability for ourselves and our actions. It is the only way that we humans can grow positively. These values are the foundation of GWA.
We operate by three value principles: Treat others the way you would like to be treated, always tell the truth, and always be a person of integrity.
Values are important because they serve as a guiding principle for an organization or an individual. Missions define the purpose and goals of an organization, while values reflect the beliefs and principles that drive its behavior. These elements provide direction and focus, helping to align decision making and actions with the overall objectives of the organization.
When we work towards a common directive, there is a sense of purpose and unity. A clear mission and values can help build trust with stakeholders, such as customers, employees, and shareholders, by demonstrating a commitment to ethical and responsible behavior. Having a well-defined mission and values can also create a positive workplace culture.
Mission and values matter because they provide direction, promote accountability, and foster a sense of purpose and unity.