You're One-of-a-Kind.

Your Financial Strategy Should Be Too.

  • No matter where you are in life, we can provide the guidance, coaching and tools to prepare for life’s uncertainties. The strategies employed by our advisors include all the common financial tactics, and more unique, sophisticated strategies for more advanced planning needs.

  • Our Personal CFO platform uses cutting edge technology to aggregate all your assets, liabilities, income, and expenses in one place, in real time. Regardless of the scenario that you are facing, we have the ability to build the best solution customized to your needs.

  • Our team will build and implement a wealth transfer strategy that ensures what you’ve built moves smoothly to the next generation or generations. We do this in the most tax efficient way possible to ensure you’re making the greatest impact on your loved ones.

  • From succession planning, liquidity events, and tax-efficient exit strategies, to 401(k) plans and team benefit comp plans, our advisors can help you with all your business solutions needs, small business or corporate level.

  • You’ve worked hard for your wealth. Our advisors can help you make the most out of your assets with family-office style service and solutions, alternative investments and advanced, custom planning.

  • Growing your wealth is a priority, but protecting and preserving that wealth is equally as important. No financial plan is complete without a full review of your overall risk management strategy

Holistic Wealth Management
Our Mission

As a symbol of our firm’s mission, the bonsai tree signifies the stages of life that intertwine to create balance. At GCG, we strive to find the equilibrium in every area of your financial life, through expected milestones or unanticipated events. The bonsai tree reminds us of our dedication to long-term success and our excitement in joining you on this journey.

GCG In The News

  • GCG ADVISORY PARTNERS ADDS 225 MILLION TEAM FROM RAYMOND JAMES

    Advisor Hub // Nov 2. 2023

  • GCG Advisory Partners Announces Two Acquisitions at Advisor Group's Securities America

    CHARLOTTE, N.C., Jan. 10, 2023 /PRNewswire/

  • GCG Advisory Partners acquires Branstrom Financial as GCG expands into the Blue Ridge Mountains through succession planning.

    MORGANTON, N.C., Jan. 12, 2022 / PRNewswire

  • GCG Wealth Management expands Greensboro office with the addition of two new Financial Advisors.

  • GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo

    CHARLOTTE, N.C., July 9, 2021 /PRNewswire

  • Real estate, financial services firms latest groups to sign on at Vantage South End development.

    Charlotte Business Journal

  • GCG Wealth Management Announces Launch of GCG Advisory Partners and Completes its Acquisition of Cooper Investment Company

    CHARLOTTE, N.C., May 20, 2021 / PRNewswire

  • GCG Wealth Management president, Joel Burris, appears on Time Warner Cable News to discuss the importance of insurance inventory in preparation for unpredictable weather.

    January 2017