GW&K’s investment success and longevity are directly related to the values and passion for the investment business shared by our entire team and embedded in our strong culture.
We have a team approach to investing. This means that our clients benefit from the teams’ collective wisdom and best thinking. They are ready to listen to your ideas, explain our strategies, and develop a plan that suits your goals and tolerance for risk.
Working together works best. That's our philosophy, that's our practice.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.