General Info

We empower you to make life's choices on your terms! GWA is a financial planning firm located in St. Joseph, MO. There's more to financial planning than just investments. In fact, it's hard to give investment advice if we don't have a plan that's explored what you want and the best ways to get you where you want to be. We look at tax strategies, estate, retirement income, behavioral finance, insurance, as well as anything else that has to do with your situation before we feel that we are qualified to give investment advice. The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you