GW Wealth Management | Company Overview & News (2024)

PROFILE

Merrill Wealth Management

Greensboro, North Carolina

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

GW Wealth Management Company Stats

As of January 2024

Headquarters
Greensboro, North Carolina
Country/Territory
United States

Forbes Lists

#63

Best-In-State Wealth Management Teams (2024)

North Carolina

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

Team Members

Mark Witte

View Profile

Greg Gibson

View Profile

More on Forbes

Mar 30, 2024

These 5 Steel Stocks Are Showing Strength: A Price Chart Analysis.

The daily price chart shows that the stock — in just the past few weeks — broke out above the August/September 2023 resistance level.

Mar 30, 2024

Do Dominant Megacap Companies Spell Doom For Stocks?

Does the robust performance of stocks based on a minority of companies always led to a bad outcome? Concern should be paid to the lofty expectations baked into stocks.

ByBill StoneContributor

Mar 29, 2024

These 4 REITs Just Hit Higher 52-Week Highs

Real estate investment trusts are popular with investors now as the consensus view of economists is that the Fed will find a way to begin reducing interest rates somet...

ByJohn NavinContributor

Mar 29, 2024

New Complaint Filed Challenging the Constitutionality of the Corporate Transparency Act.

The complaint argues that the primary authority to charter and govern corporate entities rests with the states, but the counter arguments are strong enough that reporting companies should continue to comply with the CTA.

ByMatthew ErskineContributor

Mar 28, 2024

AI Is Coming? No, It’s Already Here.

2023 will go down as the year when Artificial Intelligence (AI) became omnipresent in the lexicon of society.

BySean HanlonContributor

Mar 28, 2024

4 Dividend Paying Stocks With No (Or Very Low) Debt

The nice part about having no debt is a) how easy it is to maneuver when business conditions change and b) how much better CEO’s brain works with the reduced anxiety.

ByJohn NavinContributor

Mar 28, 2024

IRS Form W-9 Changes And Their Impact On Trusts And Estates

This change introduces new reporting requirements, particularly affecting flow-through entities such as trusts and estates and may require refiling Form W-9.

ByMatthew ErskineContributor

Mar 28, 2024

What Would You Do With $10,000?

Imagine you've won $10,000 - how you might spend it could tell you a lot about your financial habits.

ByAndrew RosenContributor

Mar 25, 2024

Investment Income Can Be Tricky At Tax Time—Here’s What You Need To Know

Most taxpayers are familiar with wages at tax time. But investment income, which includes interest, dividends and capital gains, are subject to different rules.

ByKelly Phillips ErbForbes Staff

Mar 25, 2024

Why Everything Still Feels Expensive Even As Inflation Cools

Despite a significant decline in inflation rates from the peak of 9.1% in 2022 to the current level of 3.2%, many consumers continue to feel the pinch of high prices.

ByJohn JenningsContributor

Mar 25, 2024

The Tesla Price Chart On 5 Different Time Frames.

Still the most actively traded stock most days, Tesla is no longer among the favorites of the Nasdaq 100 that the algorithms and humans just keep taking higher.

ByJohn NavinContributor

Mar 24, 2024

The 4 Big Banks On The New Highs List

In a salute to belief in the statements of Fed Chair Jerome Powel about the eventual appearance of interest rates cuts (later to late this year?) , investors last week...

ByJohn NavinContributor

Mar 24, 2024

Powell Provides Rocket Fuel For Markets

Stocks rose as the Fed is likely to be more sensitive to economic softness than inflation. Odds of recession have fallen as the hurdle for Fed rate cuts is now lower.

ByBill StoneContributor

Mar 22, 2024

Russell 2000 Regional Banks, Below Book Value And Paying Dividends

Following the collapse of the Silicon Valley Bank about a year ago, regional banks fell in value and continued to get the cold shoulder from Wall Street.

ByJohn NavinContributor

Mar 21, 2024

Investment Advice From Investing Legend Charlie Munger

One piece of advice from investing legend Charlie Munger is worth noting, and it has to do with compounding interest.

ByAndrew RosenContributor

Mar 20, 2024

The Danger Of Declining Estate Planning Rates

This trend poses a serious risk, as estate planning is essential for ensuring the orderly transfer of assets and minimizing legal and tax complications.

ByMatthew ErskineContributor

FORBES PROFILES

Capitalize on your Achievement

Claim This Profile

Asset Summary

As of Jan, 2024

$500K

Min Account Size For New Business

$2-10M

Typical Size Of Households

$3-15M

Typical Net Worth Of Relationships

$466M

Team Assets (Custodied)

also on forbes

These 5 Steel Stocks Are Showing Strength: A Price Chart Analysis.

Do Dominant Megacap Companies Spell Doom For Stocks?

These 4 REITs Just Hit Higher 52-Week Highs

Use Forbes logos and quotes in your marketing.

Logo LicensingReprints/PlaquesForbes Profile

GW Wealth Management | Company Overview & News (2024)
Top Articles
Latest Posts
Article information

Author: Dan Stracke

Last Updated:

Views: 6466

Rating: 4.2 / 5 (43 voted)

Reviews: 82% of readers found this page helpful

Author information

Name: Dan Stracke

Birthday: 1992-08-25

Address: 2253 Brown Springs, East Alla, OH 38634-0309

Phone: +398735162064

Job: Investor Government Associate

Hobby: Shopping, LARPing, Scrapbooking, Surfing, Slacklining, Dance, Glassblowing

Introduction: My name is Dan Stracke, I am a homely, gleaming, glamorous, inquisitive, homely, gorgeous, light person who loves writing and wants to share my knowledge and understanding with you.