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

Municipal Bond

Municipal Bond Snapshot November 2025

Following the strong fall rally, municipals held steady in November, with year-to-date performance in the mid-single digits.

Read Article

Taxable Bond

Taxable Bond Snapshot November 2025

The US Aggregate Bond Index returned 0.62% in November, spot-on with October's gain. Yields declined across the curve, except for the unchanged long end. Spreads for the overall index rose marginally, and the year-to-date gain advanced to 7.46%.

Read Article

Wealth Insights

2025 Year-End Financial Planning Reminders

GW&K Wealth Strategist Melissa Jacoby shares strategies that can enhance tax efficiency and strengthen your long-term financial well-being.

Read Article

Municipal Bond

Municipal Bond Snapshot October 2025

Municipals posted gains for the month — the first positive October in six years and the strongest in over two decades.

Read Article

Taxable Bond

Taxable Bond Snapshot October 2025

Despite the government shutdown, investors continued to bid up assets and both stock and bond markets were unphased. The positive economic backdrop remained in place while the Fed cut rates for the second straight meeting.

Read Article

Macro

The Shock-Resistant US Economy

US states and households are thriving, but rising federal debt sets new limits for the shock-resistant American economy.

Read Article

Contact Us