Financial Advisors
Denver, CO
GWS&A is an independent financial advisory firm in Denver specializing in comprehensive wealth planning and investment management. Led by CFP®-certified professionals including Adam Way, Eric Jacobs, Mike Silva, Marc Bennett, and Terri Propp, the firm emphasizes fiduciary-standard advice and personalized planning across retirement, estate planning, investment management, insurance planning, and long-term care strategies. Their mission centers on educating clients to achieve predictable lifetime financial security through unbiased, independent guidance.
Ideal for: High-net-worth individuals, pre-retirees and retirees, business owners, families with estate planning needs, clients seeking fiduciary financial advice
Service area: Denver metro area and Colorado
Full Fiduciary Standard: Multiple advisors hold AIF® (Accredited Investment Fiduciary) designations, legally committing them to act 100% in clients' best interests rather than earning commissions on product sales.
CFP®-Certified Team: Several advisors hold the CFP® certification, requiring advanced education in comprehensive financial planning across retirement, taxes, estate planning, insurance, and investments.
Specialized Insurance & Estate Expertise: Team includes advisors with CLU® (Chartered Life Underwriter) and CLTC (Certified in Long Term Care) designations, providing deep knowledge in life insurance and long-term care planning often overlooked by generalist advisors.
Address: 3200 Cherry Creek S Dr # 280, Denver, CO 80209
Phone: (720) 420-4870
Website: gwsa.us
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