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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

Macro

Why Bonds Are Paying More

Bond yields have risen as investors reassess Fed policy, inflation and the cost of lending for longer. Global Strategist Bill Sterling explores what higher starting yields mean for bond investors.

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Municipal Bond

Why Investors Should Look Forward After the Recent Muni Selloff

Municipal bonds have come under pressure as yields rose. Explore what’s driving the selloff, how higher starting yields may affect returns, and how investors may benefit.

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Wealth Insights

Gifting Wealth to the Next Generation: Choosing the Right Account

Explore UTMA/UGMA accounts, 529 plans, and 530A Accounts, and learn how families can align gifts for children and grandchildren with their broader financial goals.

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Taxable Bond

Taxable Bond Snapshot August 2026

During August, the yield on the 30-year Treasury Bond hit a post-Global Financial Crisis (GFC) high of 5.34%. Subsequently, Treasury Secretary Bessent surprised the market by announcing plans to increase the size of buybacks for longer-dated US Government Bonds, briefly pushing yields lower.

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Municipal Bond

Municipal Bond Snapshot August 2026

Municipals posted mixed returns in August, with gains in shorter maturities but losses out longer.

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Taxable Bond

The Importance of Credit Quality in High Yield

See why the growing divide between BB- and CCC-rated high yield bonds highlights the importance of credit quality and disciplined security selection.

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