GW Financial, Inc.

GW Financial, Inc. (GWF) is an independent, fee-only wealth management and financial planning firm specializing in advising and engaging individuals, families, and organizations. We focus on coaching clients toward financial peace of mind through financial education, clear communication, and smart resolutions. GWF addresses the broad financial needs of individual clients through integrated advice and asset management.

We often work with clients who are committed to pursuing their goals and understand the value of working with a financial adviser. As a result, our clients enjoy financial peace of mind and are better prepared for life’s unexpected events.

Led by President & Wealth Manager Julie Anderson Bray, CFP®, we have been offering comprehensive financial planning for close to three decades. Julie is a member of the Financial Planning Association (FPA), the largest organization of professionals dedicated to championing the financial planning process and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s premier organization of comprehensive fee-only advisers.

We are committed to creating long-lasting relationships with clients that span generations, serving as a reliable resource for financial guidance. We enjoy working with our clients through the financial planning process and helping them pursue their retirement goals. We believe in a high level of interaction and attention to detail, in particular concerning financial planning, and while we do not have a formal "minimum," we do find our pricing model better-suited towards clients with $200,000+ household income and/or $250,000 investable assets and/or qualified retirement savings.
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This Office

151 Kalmus Dr Ste C150 Costa Mesa, CA 92626-7960 Phone: (714) 850-0534 Fax: (714) 850-0934

Primary Office

151 Kalmus Dr Ste C150 Costa Mesa, CA 92626-7960 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