Godwin Gounaris Woolbert Investment Group is a practice built by three investment professionals with an understanding of how to navigate and help simplify the complicated landscape of investing.
Backed by nearly 100 years of combined experience in the financial services industry, Managing Directors - Investments Joe Godwin, Gary Gounaris, and Rich Woolbert provide personalized, objective, goals-based guidance for ultra-high-net-worth families and institutions.
For all of our clients, we offer deep knowledge and experience in crucial areas of wealth management, including asset management, portfolio modeling, financial education for the next generation, philanthropic endeavors, risk management and estate planning strategies.
Our recommendations can be coordinated with your other professional advisors – such as your attorney, accountant and tax professional – before being implemented. Our guidance is meant to help you improve your financial health so you can continue focusing on what’s most important to you and your family.
*Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Wells Fargo Advisors is not a legal or tax advisor.