Meet Founder, Bryan Powers

GWM and partners offer a curated suite of services focused on wealth-building and business growth. These include access to vetted, non-regulated investment opportunities such as multifamily real estate, self-storage, mineral rights, tech investments, and venture capital opportunities. Additionally, expert consulting in EOS (Entrepreneurial Operating System) implementation is provided to help businesses generating under eight figures scale to the next level through structured, strategic growth models.

- 1. Business Growth and Efficiency Solutions

GWM provides customized solutions for solopreneurs and small to mid-size businesses to overcome operational challenges, boost profitability, and ensure long-term success. These services include:

• Tax Strategies and Savings: Expert guidance to minimize tax liabilities and redirect savings toward business expansion. Their team leverages deep industry knowledge to create robust financial foundations for clients.
• Cash Flow Optimization: Strategies to improve cash flow management, ensuring businesses have the liquidity needed for growth and stability.
• Workflow Automation: Streamlining processes through automation to reduce inefficiencies, save time, and enhance operational performance.
• Commercial Lending: Providing financial support through lending solutions to fuel business expansion and growth initiatives.
• Fund Recovery from Class Action Settlements: Assisting businesses in recovering funds from eligible settlements, adding to their financial resources.
• Savings Consulting: Specialized consulting to unlock financial potential by identifying cost-saving opportunities and fostering business growth.

These services are delivered through a streamlined process that begins with a discovery call to identify client needs, followed by collaboration with strategic alliances to implement tailored strategies.

2. Group Benefits Solutions: GWM offers comprehensive employee benefits planning and administration to enhance workforce well-being and productivity. Key features include:

• Tailored Benefits Plans: Customized health insurance, retirement plans, and wellness programs designed to align with business goals and employee demographics.
• Advanced Technology Platform: A user-friendly platform for benefits administration, featuring streamlined enrollment, real-time tracking, and effective communication tools. Employees can access benefits information via a mobile app and digital platform.
• Compliance Assurance: Ensuring benefits programs comply with regulatory changes to avoid legal issues and maintain smooth operations.
• Employee Engagement Tools: Digital resources and personalized support to increase employee satisfaction and engagement with benefits offerings.

These solutions simplify benefits management while maximizing value for both employers and employees.

3. Vetted Non-Regulated Investment Opportunities

GWM and its partners provide access to carefully vetted, non-regulated investment opportunities to build wealth. These include:

• Multifamily Real Estate: Investments in apartment buildings or residential complexes to generate stable rental income and long-term appreciation.
• Self-Storage Facilities: Opportunities in the growing self-storage industry, offering high returns due to consistent demand.
• Mineral Rights: Investments in mineral rights for natural resources, providing potential for significant returns based on extraction activities.
• Technology Investments: Funding innovative tech startups or established companies with growth potential.
• Venture Capital: Opportunities to invest in early-stage or high-growth companies, offering high-risk, high-reward potential.

These investments are carefully selected to align with clients’ wealth-building goals, emphasizing alternative strategies for generational wealth creation.

4. EOS Implementation Consulting

As an expert in the Entrepreneurial Operating System (EOS), GWM provides consulting services to help businesses generating under eight figures scale to the next level. This includes:

• Strategic Vision Development: Guiding businesses to clarify their vision, set goals, and align teams around a unified strategy.
• Process Optimization: Implementing EOS tools to streamline operations, improve accountability, and enhance decision-making.
• Traction and Growth: Helping businesses gain traction through disciplined execution, enabling them to achieve sustainable growth and surpass revenue goals.

This service is tailored for businesses seeking structured frameworks to overcome growth barriers and achieve operational excellence.

Additional Notes:

• Personalized Approach: GWM emphasizes collaboration with clients to deliver solutions tailored to their specific needs. Powers brings decades of experience and a deep understanding of business challenges, ensuring actionable, results-driven strategies.
• Strategic Alliances: GWM works with a network of trusted partners to deliver comprehensive solutions, from investments to operational improvements.
• Client-Centric Process: Services begin with a discovery phase to assess needs, followed by the development and implementation of customized plans. Clients can schedule a discovery call to start the process.