Investment Services

Read About Our Investment Services

Investment Services

Fixed-Income Investment

- Mutual Funds

- Unit Investment Trusts

- Municipal and Government Bonds

- Money Markets

- Certificates of Deposit

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Equity Investment

- Mutual Funds

- Unit Investment Trusts

- Publicly Traded Stocks

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Retirement / Education Planning

- Traditional IRAs

- Roth IRAs

- SEP IRAs

- SIMPLE IRAs

- 401 (k) Plans

- Coverdell Education Savings Accounts

- Traditional IRAs

- Roth IRAs

- SEP IRAs

- SIMPLE IRAs

- 401 (k) Plans

- Coverdell Education Savings Accounts

- 403(b)(7) Plans

- 403(b)(1) Plans

- Pension Plans

- Profit-Sharing Plans

- Keoghs

- College Savings Accounts

- 403(b)(7) Plans

- 403(b)(1) Plans

- Pension Plans

- Profit-Sharing Plans

- Keoghs

- College Savings Accounts

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Brokerage Accounts

- Any Traditional Brokerage Account

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Investment (Build)

Risk Management (Protect)

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Pacific Way Wealth Management and GWN Securities, Inc. are separate companies.