Wealth Management

At GWN, we offer distinct and professional Wealth Management services that enrich the investment landscape profoundly.

We believe that fee-based advisory services are a critical component in every financial professional’s repertoire. Hence, we offer a broad selection of Wealth Management programs that have been thoughtfully designed to enhance the investment canvas. Notably, these programs feature many of America's premier money managers.

Central to our advisory offering is our Multiple Asset Manager Program (MAP). The MAP extends beyond the typical diversification offered by most Third-Party Asset Manager (TPAM) services and is accessible for a variety of investment account types including 403(b)(7), IRA, 457(b), 401(a), Individual, and Joint Trust accounts, among others.

GWN’s platform boasts remarkable diversity across numerous trading platforms, allowing us to provide comprehensive solutions such as Strategist Solutions, Advisor Direct Solutions, and Custom Portfolio Solutions.

Furthermore, GWN avails an extensive selection of Direct Third-Party Manager Programs. These are designed to support our financial professionals by finding tailor-made services that align with their client's particular needs to aid the investment process.

Please contact GWN Securities for more information via the Contact Us page.

*An investment in the money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, and further advises investors that although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

Government bonds are guaranteed by the US government and, if held to maturity, offer a fixed rate of return and a fixed principal value. This guarantee only applies to the timely payment of principal and interest and does not pertain to the portfolio, or variable annuity holding such securities.

**Before investing in mutual funds, it is important that you understand the sales charges, expenses and management fees that will be charged, as well as the possibility of breakpoint discounts. Most mutual funds offer different share classes. Although each share class represents a similar interest in the mutual fund's portfolio, the mutual fund will charge different fees and expenses depending upon the choice of share class.

All share classes may not be available for all funds.

Product availability changes from time to time. Contact us directly if you have questions about specific products.

Mutual Funds are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus contains this and other information about the mutual fund. The prospectus can be obtained by contacting a financial representative. Please read the prospectus carefully before investing.