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Achieving Financial Autonomy Together

Financial Planning & Investment Management


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You’ve Worked Too Hard to 

Not Have Enough Through Retirement

Find Answers | Soothe Your Fears | Enjoy Retirement


Common Questions Clients Ask Us

  

calculator-icon Can I afford to retire?

mortgage-icon Should I pay off my mortgage?

  

dollar-sign-icon Do I really need a trust?

exclamtion-icon Do I still need insurance?

  

percentage-iconAm I making the most tax-wise decisions?

retire-iconWhen can I retire?


What Are You Wondering About Your Retirement?

ASK US!


Finding Your Financial Autonomy

Serves As Our Guiding Light

Together, We Examine & Implement Important Financial Decisions in Our Effort to Achieve Financial Autonomy.


Working with an experienced, independent firm like ours brings you access to the financial education, confidence and transparency needed to successfully transition into retirement.


Our Advisors Have Helped Clients Just Like You:


step-1

Enjoy the Transition Toward Retirement

step-2

Maximize Retirement Income Sources

step-3

Leave a Meaningful Legacy


Interested in Learning How We Can Help You?

GIVE US A CALL

Get to Know Your Financial Guides

Whether you’re celebrating a new grandchild's education or looking for ways to save for retirement or a little bit of both, we are here to help. Serving as a trusted guide, we partner with hardworking professionals like you to prepare tailored financial plans built to meet your needs for today while thinking about tomorrow.


Our Firm At a Glance


Our-Firm-At-A-Glance-dollar-sign$100MM+

Over $100 million in assets under management

Our-Firm-At-A-Glance-beach-icon100+ Retirees

Over 100 clients successfully retired


Our-Firm-At-A-Glance-cfp-professionals2 CFP Professionals

2 Certified Financial Planner™ Professionals

Our-Firm-At-A-Glance-33-years34+ Years

34+ Years Serving as Fiduciaries



Meet Our Team

Who We Serve

We Enjoy Working With

 Individuals & families that want a solid financial plan in place

 We do our best work helping clients transition into retirement

 We help clients thoughtfully transfer $1 million or more to their children or charities during their lifetime 


To Help Others Achieve Financial Autonomy, Our Firm Values:


help-others-autonomy

Autonomy

help-others-learning

Learning

help-others-connect

Connection

help-others-resolution

Resolution


Our Solutions:


financial-planning

Financial Planning


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investment-management

Investment Management


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wealth-management

Wealth Management


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At GW Financial, Inc. Experienced Solutions Meet Transparent Pricing


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Are You in Charge of A Non-Profit or An Endowment?

We work with non-profits, organizations and endowments in balancing their financial obligations with their mission to make the world a better place.

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Interested in Working Together?

Follow These Simple Steps to Getting Started


Step 1

Complete Our Questionnaire



FILL OUT FORM

Step 2

Schedule a Time to Talk 



SCHEDULE NOW

Welcome to GW Financial, Inc.

"An Investment in Knowledge Pays the Best Interest." - Benjamin Franklin

Financial Planning for Hardworking Professionals, Families & Nonprofits


GW Financial, Inc. is an independent, fee-only wealth management and financial planning firm focused on examining and implementing important financial decisions with clients in our effort to achieve financial autonomy.

Our simple approach to financial planning is designed to help you make the most of what you’ve already spent years working hard to earn and save. And as part of our fiduciary duty to always work in your best interest, we’ve aligned our success with your success by operating as a fee-only wealth management firm.


Get Started Today

SCHEDULE YOUR CALL

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Ready to Navigate the Road to Retirement?

Get Prepared For the Twists and Turns Ahead

With “Making Sense on the Dollar”


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Meet Your Financial Partners

At GW Financial, Inc.

Our team includes expertise in financial planning, tax, investing and effective systems to manage your personal wealth.

Julie Bray, CFP® Photo

Julie Bray, CFP®

President & Wealth Manager
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Julie Bray, CFP®

President & Wealth Manager

 

Julie is the President and a Client Wealth Manager at GW Financial, Inc. She joined Glenn Woody Financial Consultants, Inc. (GWFC) in December of 2010 while she completed the coursework required to sit for the CERTIFIED FINANCIAL PLANNER™ designation. She and Glenn began succession planning after she passed the exam in early 2012. Julie acquired GWFC in June 2014. She continues to service the firm’s clients, operate the day to day management of the firm and lead the Investment Advisory Panel.

She previously served at Pacific Investment Management Company (PIMCO) working in the municipal bond arena helping ultra-high net worth families and clients. She also worked at Brown Brothers Harriman, in New York, as a Municipal Bond Trader. She served as a Portfolio Manager and Assistant Vice President. 

Julie earned her bachelor of science degree in economics from Southern Methodist University in Dallas, Texas. She completed her Certificate in Financial Planning through University of California, Irvine.

Julie is active in the local chapter of the Financial Planning Association. She has served two terms as the Program Committee Chair. Her committee facilitates bringing in quality speakers to educate planners and affiliates on important and relevant financial planning issues. Julie is a member of the National Association of Personal Financial Advisors (NAPFA), an organization which supports fee-only financial planning and the fiduciary standard of professional care.  Julie also lends her expertise and presents at the "It's Your Money" educational workshop, a national award-winning series started by Peter Kote in 1993.

 Julie and her husband Paul live in Reno, Nevada with their two children and two dogs. They are always planning for another adventure be that surviving the weekend, snowboarding at Mt. Rose, snorkeling in Hawaii or traveling to visit family in England. They have traded in century bike rides, triathlons and marathons for teaching their kids to ride bikes, playing in the pool and searching for work/life balance.



Tara Lewis Photo

Tara Lewis

Client Services Associate
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Tara Lewis

Client Services Associate


Tara Lewis is our Client Services Associate. She has worked for GW Financial since October 2015. Tara started as the back-office assistant answering phones and assisting Julie. Since then she has transitioned into our Client Servicing Associate and has become fluent in all custodial-related paperwork. Tara also takes care of your money requests, manages the completion of your Required Minimum Distributions (RMDs), and access to your Wheelhouse.  

Tara is currently pursuing her bachelor's degree in business with the hopes of advancing her career in becoming a Financial Planner.

Tara currently resides in Las Vegas, NV with her fiancé Eric and their two dogs Jaxson and Jessie. In her free time, she enjoys playing golf, hiking all over Vegas, traveling to new places around the world, and spending time with her family back in CA.



Ashley Reiter, MSFP, CFP®, AIF®, CRPC® Photo

Ashley Reiter, MSFP, CFP®, AIF®, CRPC®

Financial Planner
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Ashley Reiter, MSFP, CFP®, AIF®, CRPC®

Financial Planner


Ashley Reiter is our Financial Planner. She has worked for GW Financial since June 2021. Ashley has been a Financial Planner and advisor for more than a decade and it continues to be her dream job. Ashley believes it is a privilege to journey with people toward their financial goals and is always grateful to be a part of it. 

Ashley has been married to her best friend, Luke, for 12 years and they have two children together. A daughter named Jean, and a son named Malcolm. They have had various pets over the years. Ashley and her family currently reside in Minnesota. They all love to go on adventures together and are excited to explore the world in the future. 


Scott Anderson, CPA, CFP® Photo

Scott Anderson, CPA, CFP®

Vice President, Tax Strategies
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Scott Anderson, CPA, CFP®

Vice President, Tax Strategies

 

Scott Anderson is the CFO and Vice President of Tax Strategies for GW Financial, Inc.  He earned his MBA from Stanford University. He has spent over 40 years in corporate accounting and finance. His past experience includes several entrepreneurial opportunities in venture capital startups and corporate turnaround situations. He has served as Chief Financial Officer for two emerging public companies.

After attaining his CPA, CFP® and EA certifications, he began an active practice in tax, financial and investment planning for individuals and small business owners.

For over 40 years, Scott has been teaching the introductory accounting courses in undergraduate and graduate programs at several local colleges and universities. Currently he serves as Adjunct Professor in Accounting at Chapman University.

Previous to Scott’s financial career, he earned an undergraduate degree in Chemical Engineering from the University of Pennsylvania on a Naval ROTC scholarship. He received his Masters in Chemical Oceanography from the Scripps Institution of Oceanography at the University of California, San Diego. While on active duty in the Navy he served in Vietnam, where he received several decorations. He was also a Navy Admiral’s aide in Washington, D.C. during the summer of Watergate. He left the Navy to pursue his MBA studies.

Scott and his wife live in Newport Beach, California. They have three married daughters and five delightful grandchildren.