Our History

GW Asset Management (GWAM™) was founded with a vision to redefine personalized asset management for today’s dynamic financial landscape. Our roots are firmly planted in decades of expertise in institutional trading, risk management, and financial innovation.

Since its inception, GW Asset Management has been dedicated to empowering clients to achieve their financial goals through tailored strategies, cutting-edge technology, and a dedicated commitment to fiduciary excellence.

Our story is one of evolution: from serving institutional clients with precision to now providing the same level of care, expertise, and transparency to individuals, families, and business owners. We bridge the rigor of Wall Street with the empathy and trust needed to navigate personal asset journeys.

Today, GW Asset Management stands as a testament to the enduring values of Gar Wood Securities while embracing the future of financial advisory services. Together, we aim to create lasting partnerships, grounded in trust and driven by results.

We’re a firm built upon Midwest sensibilities. We value integrity, transparency, and teamwork.

In a constantly changing world, our commitment to enduring standards of service provides clients with a solid foundation they can build upon.

  • Acting on principle is the cornerstone of our business and our interactions with our clients and each other. We provide unbiased, objective advice that fosters our clients’ trust in us and our capabilities.

  • We foster trust through open communication and aligning our success with yours.

  • We learn from each other, respect different perspectives and benefit from each other’s knowledge. We’re always striving to be better business partners to our clients and colleagues.