Since 1994, GCG Wealth Management, Inc. has been dedicated to helping individual clients and business owners achieve financial independence. Based in Charlotte, North Carolina, we are a full-service firm with comprehensive investment, insurance, and tax strategies for individual investors and businesses of all sizes.
GCG Wealth Management was founded on the philosophy of truly understanding both the short and long-term objectives of each client. Before offering recommendations and building tailor-made strategies, our advisors take everything into consideration. Once the client’s current situation is fully understood, we construct strategies to achieve their goals while creating new opportunities to build wealth.
“A football coach doesn’t just put a game plan together for the first quarter and hope the rest of the game works out, nor does a good advisor just put together solutions for the present.” - GCG Wealth Management
With over $500,000,000 in assets and over $1,000,000,000 of life insurance in force, GCG Wealth Management is well positioned for future growth of our clients and the GCG family.
For over 22 years, GCG Wealth Management has successfully evolved with the growing needs of our community and clientele. GCG Wealth Management is a full-service business, financial, and estate-planning firm with a wide range of services including: investments, insurance, and tax strategies for individuals, small businesses, corporations, and professional practices. We recognize the ever-changing nature of the financial world and are committed to providing clients with the most up-to-date services, modern technology, and tailored advice. Whatever you hope to achieve, our highly-skilled representatives will work with you and your financial team to help develop the most effective and customized solutions to satisfy your insurance, investment, and wealth management needs.
We thrive in developing comprehensive strategies that integrate all areas of your financial life.
Financial success is achieved over time through commitment, planning, and efficient implementation. By creating fully customized plans, our advisors endeavor to grow, perserve, and protect our clients‘ invested assets.
We strive to simplify the retirement planning process so you can focus on what matters most.
Retirement is a hallmark of financial freedom and one of the most cherished periods in life. At GCG Wealth Management, we specialize in helping individuals and families fulfill their immediate needs while preparing for the future.
While helping you achieve your short-term objectives, our advisors also work to protect your family’s future.
By assessing the total picture of your financial life, including assets, liabilities, net worth, and cash flow, we can develop strategies to defend you and your family against uncertainty.
We believe your money should work for you in truly efficient and profitable ways.
What do you want to achieve? At GCG Wealth Management, we strive to develop a deep understanding of your unique situation to help you fulfill your goals.
Our insurance advisors can help protect your best interests and build confidence in tomorrow.
Uncertainty is a part of life. At GCG Wealth Management, we have the unique advantage of combining our investment management experience with our deep insurance knowledge.
Quarterbacking your entire financial picture to create harmony between your life and wealth goals.
Our Personal CFO team first creates a Total Wealth Assessment, and then takes to the next level by managing your experts to execute the plan on your behalf, saving you time, getting you better, more holistic answers, and finding ways to reduce your costs.
Recruiting, retaining and rewarding employees is crucial to your firm’s success.
Through our customized employee benefit plans, we can help your team achieve their diverse goals and build the best strategies to strengthen employee loyalty.
We make the continued protection of your employees and your business our top priority.
Being a business owner is more than a job, it’s a lifestyle. It demands a constant dedication to keeping your firm on track.
With representatives throughout North Carolina, South Carolina and Louisiana, our professionals combine their individual experience to forge a truly dynamic collective. We believe our team-based approach to financial planning ensures a more comprehensive perspective that promotes our clients’ total financial well-being.
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