GW Financial, Inc.

At GW Financial, Inc., we understand the challenges faced by parents navigating the future of higher education costs for multiple children. Strategically funding these expenses while planning for your own retirement can leave you anxious about the impact on your family's overall financial picture. That's why we strive to guide you effortlessly, supporting you every step of the way with a plan for long-term wealth preservation. Our particular and personalized approach helps ensure that your financial plan aligns seamlessly with your family's aspirations and overall financial well-being.

We are an independent Registered Investment Advisor serving families in the Reno-Tahoe area. If you are like many of our clients, you may feel trapped by the high cost of tuition because you make too much money to qualify for need-based financial aid. You may not know about the other strategies available to fund your children's education. We work with you to help gain:

College funding expertise: We develop specialized strategies to help efficiently cover expenses so that attaining a quality education for your children doesn't overload you.

Tax efficiency: Tax planning is integrated into your financial plan to help reduce tax liabilities and enable you to preserve more of your wealth.

Peace of mind: By providing proactive financial planning, we strive to give you the sense of security that comes with feeling confident that your financial future is in capable hands.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

77564 Country Club Dr Ste 150 Palm Desert, CA 92211-6225 Phone: (760) 771-3734 Fax: (760) 771-8434

Primary Office

18124 Wedge Parkway #453 Reno, NV 89511 Phone: (714) 850-0534 Fax: (714) 850-0934

Other Offices

77564 Country Club Dr Ste 150 Palm Desert, CA 92211-6225 Phone: (760) 771-3734 Fax: (760) 771-8434