What makes us different
makes us better

Our Firm

AGW offers clients comprehensive investment advice that is sound, creative and fairly priced; rigorous and adaptive; and delivered by an attentive, caring and talented team.

Experienced & accomplished team Principals Jay Annis, P.J. Gardner and Paul Whiting, Jr. bring more than 75 years of combined financial services and advisory experience to the firm and have collectively worked across the specialties of traditional and alternative asset management, investment banking and strategic consulting. They also hold advanced degrees and credentials from highly esteemed institutions.

Aligned interests AGW’s fee-only business model puts the firm on the “same side of the table” with clients, removing any financial incentive to use certain managers or professional service organizations.

STRATEGIC PARTNERSHIP & COLLABORATIONS AGW has partnered with premier service providers to further provide clients with “best-in-class” investment strategy, manager due diligence, investment selection, performance monitoring and evaluation, as well as ancillary services (e.g., legal, accounting, third-party administration).

PREMIER ADVISORY BOARD The firm’s governance structure includes an advisory board of distinguished industry and investment management veterans who provide counsel to the principals on strategic direction and decisions.

INSTITUTIONAL APPROACH The principals apply the same level of analysis and due diligence to every relationship, whether a private client, a family office, an endowment or foundation, institution or defined contribution/defined benefit plan.

By theNumbers


Approximate Assets Under Management and Advisement


Approximate number of client relationships


Average years of principal’s experience


Years working together


Approximate number of client relationships per principal

*As of 12/31/20