Us the links in the navigation below to navigate to sections on the page
Us the links in the navigation below to navigate to sections on the page

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

Macro

Picks and Shovels for the AI Era

As AI spending races toward nearly $1 trillion annually, the most reliable winners may be the suppliers building the infrastructure, not the companies betting on AI's future revenues.

Read Article

Taxable Bond

Taxable Bond Snapshot May 2026

Rates sold off while most risk assets rallied as the US and Iran inched closer to reaching a deal and extending the ceasefire in the Middle East. Economic data and robust corporate earnings growth also provided support.

Read Article

Municipal Bond

Municipal Bond Snapshot May 2026

Municipals delivered modest gains in May, overcoming broader rate market volatility and near-record supply.

Read Article

Wealth Insights

The Importance of Tax Planning

Thoughtful tax planning can help reduce surprises and improve outcomes. Explore key strategies for retirees, investors, and families.

Read Article

Municipal Bond

Data Centers in Muniland: Watts at Stake

Data centers bring load growth—and new credit tradeoffs. See what it means for public power, water utilities, local governments, and state incentives.

Read Article

Macro

1Q26 GW&K Market Insights

GW&K’s 1Q26 conference call recap: outlook for growth/inflation, rates & credit, and the AI investment cycle — listen or read the transcript.

Read Article

Contact Us