Financial Services
Western Growers Financial Services (WGFS), a broker-dealer and registered investment advisor, is dedicated to creating and preserving financial security for individuals and companies. Corporate Asset Management WGFS can help your company establish and manage an effective corporate asset management plan that reflects your goals and risk tolerance. Investment Policy Design Western Growers members can leverage our expertise to design an investment policy that outlines a company’s investment strategy and governs its investment decision-making process. Retirement Plan Solutions The Retirement Security Plan is a 401(k) plan that offers a wide range of investment options, financial planning assistance and funding choices for agricultural companies and their employees. Wealth Management Planning WGFS understands the unique wealth management needs of farming families and can help craft a financial plan that is inclusive of tax considerations, legacy planning and charitable support.
Marthedal Farms
Matt Lewis President, Western Growers Financial Services mlewis@wga.com
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