Mt Pleasant, SC 3015 Dunes West Blvd Office

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.