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Main Office:

151 Kalmus Drive, Suite C-150 

Costa Mesa, CA 92626 
(714) 850-0534 

(714) 850-0934 FAX  

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Desert Office:

77-564 Country Club Drive #150

Palm Desert, CA 92211

(760) 350-5049

The information in this website is for U.S. residents only. GW Financial, Inc. described in this website is registered only in the United States and the information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase funds either in the United States or to persons outside of the United States. 

 

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An investment adviser or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's investment adviser or IA rep requirements, as the case may be. Follow-up or individualized responses to consumers in a particular state by an investment adviser or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's investment adviser or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

 

For information concerning the licensure status or disciplinary history of an investment adviser or IA rep,

a consumer should contact his or her stated securities law administrator.

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SERVICES

 
Objective, Expert Financial Advice

At GW Financial, Inc. we develop your goals and work together to seek out a clear actionable plan to achieve them. Our wealth management strategies compliment our financial planning, and our tax strategies stand alone as a best fit for non-profit organizations.

FINANCIAL PLANNING

We offer personal financial planning and modular financial consulting focused on your specific needs. We carry out an objective evaluation and assessment of your current financial situation with a focus on identifying areas where an opportunity for improvement may exist. We help you determine what you could be doing now to improve your situation.

INVESTMENT MANAGEMENT

At GW Financial, Inc. we put your interests first and focus on increasing your sense of financial well-being and life satisfaction. We begin this process by rolling up our sleeves and understanding your current financial picture by helping clarify your values, priorities, circumstances, and aspirations.  Then we will guide you in defining and designing your version of an “abundant life," and what it will take to meet your goals.

TAX PLANNING & STRATEGIES

We are able to implement strategies related to your taxes now and in the future. These strategies allow the other elements of the financial plan to interrelate more successfully by minimizing tax liability.