A complete list of active advisors currently associated with GWA Wealth

Warmer can help you find a great advisor at GWA Wealth or one who fits your needs even better.

GWA Wealth is an independent, state-registered investment adviser that serves individuals (including high-net-worth clients), trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, discretionary portfolio management, retirement income management, and selection/oversight of other advisers. The firm constructs globally diversified portfolios primarily using exchange-traded funds and applies fundamental analysis within a generally long-term, discretionary management framework; it also provides ongoing retirement distribution oversight and withdrawal coordination. Financial planning is offered on a project basis with the option for ongoing hourly support, and the firm positions itself as the primary fiduciary adviser when clients use third‑party model managers on its recommended platform. Notable features of the firm include its recent formation and initial ADV filing reporting no assets under management or client accounts at the time of filing. The firm requires use of its recommended custodian/platform for custody and trade execution (it does not accept directed brokerage), does not vote client proxies, and its principal engages in public financial education via a recurring podcast—operational choices that differentiate it from many peers and affect trade execution and proxy-voting responsibilities.

To learn more about the advisors currently working at GWA Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Shari Rash	Mt Pleasant, SC	18

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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