Welcome to GW Randall & Associates
Personal Wealth Management
OUR PHILOSOPHY OF SERVICE
GW Randall & Associates provides clients with ongoing financial planning, consistent communication, and a disciplined focus designed to align them to realize their dreams.
We believe that education about your current financial situation is vital to making prudent decisions about your financial future. Much of our focus revolves around creating sustainable retirement income and protecting our clients' wealth through the use of customized and unbiased investment strategies.
A SEASONAL FINANCIAL PLANNING MODEL
We Meet With You Each Season to Bridge the Transitions in Life
GW Randall & Associates was founded on the goal of assisting clients with every aspect of their financial lives. Recognizing that change in life is inevitable, we engage clients in a seasonal model of three meetings per year during which we analyze their college savings and retirement goals, insurance protection needs, tax planning strategies, and fee-based investment portfolios. Each meeting has a specific purpose including:
- Short-term goal tracking
- Protection planning/estate review
- Portfolio review and tax planning
We pride ourselves on the exceptional and personalized service we provide to each client. Our office environment is warm and welcoming, which symbolizes our sincerity in the care and thoughtful planning surrounding your experience with our company. The culture of our firm is client-focused in everything we do. When you call us during business hours you are greeted by a friendly voice, and we are committed to building a long-term partnership with you.
Gregory Randall, a CERTIFIED FINANCIAL PLANNERTM and Chartered Retirement Planning CounselorSM, and Accredited Domestic Partnership AdvisorSM has guided and empowered clients to make their financial decisions for over 15 years. From our offices in Sonoma County, Greg continues to serve and welcome clients in San Francisco and on the Peninsula.