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Overview

Your Wealth Journey, Our Expertise

We have helped our clients sustain and grow their wealth for half a century. Understanding your financial and life goals are just as important to our team as investment acumen, and we take pride in being responsive, resourceful, and trusted partners for our clients.

Client Relationship Summary

GW&K Investment Management, LLC (GW&K) is 
a Securities and Exchange Commission (SEC) registered investment adviser with office locations in Massachusetts and Florida.

Our Philosphy

We have the experience, resources, and investment talent to create a wealth journey tailored for you.

Wealth Management Customized to You

Whether your financial situation is simple or complex, we’ll work closely with you to get a deep understanding of your lifestyle, wealth, investing, and risk needs so we can have a trusted and productive partnership. We offer individually managed tax-sensitive portfolios to satisfy your objectives for risk tolerance, income, and capital appreciation.

Our Clients

We have helped our clients sustain and grow their wealth for half a century. Understanding your financial and life goals is just as important to our team as investment acumen, and we take pride in being responsive, resourceful, and trusted partners for our clients.

Examples of clients we work with include:

  • Professionals looking for a skilled partner as they build wealth
  • Individuals and couples considering future lifestyle goals
  • Single, divorced and widowed individuals
  • Recent retirees needing guidance and advice
  • Business owners and entrepreneurs
  • Families in need of guidance related to wealth transfer techniques

Our Team

We implement a cohesive team approach where client service and investment professionals work together to meet all your reporting and account administration requirements. Our dedicated team includes 18 private wealth professionals with an average of 20 years of experience.

Perspectives

Taxable Bond

Taxable Bond Snapshot September 2025

The positive market environment continued in September, underpinned by a constructive economic backdrop and the Fed cutting rates for the first time since the end of 2024.

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Municipal Bond

Municipal Bond Snapshot September 2025

In September, municipal bonds posted their best monthly return since December of 2023, recapturing much of the year-to-date underperformance versus the broader market.

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Macro

When Will AI Investments Start Paying Off?

GW&K's Global Strategist Bill Sterling explores risks, market concentration, and considerations for investors.

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Wealth Insights

Considerations For 2025 And Future Tax Years

Plan smarter under the One Big Beautiful Bill Act: Melissa Jacoby shares new tax breaks and fresh strategies to protect your wealth.

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Municipal Bond

Sourcing Municipal Bonds: Finding Value in Every Market

Municipal bonds continue to offer compelling opportunities in today’s shifting landscape. Learn how our team approaches sourcing bonds across markets.

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Municipal Bond

The Case for Munis: Beyond the Comfort of Cash

The most attractive municipal bond market in 15 years is here. Experts from our Muni Bond Team walk us through opportunities we’re seeing now.

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Contact Us

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