Services

Financial Planning

Planning For Success

Effective financial planning creates stability in the face of life’s many uncertainties. While providing an overview of the big picture, our advisors develop comprehensive strategies for clients that allow them to make stronger financial decisions. Though one-size fits all solutions may be the common approach, we specialize in tailoring strategies to fit your current situation while providing a foundation for future growth. Whether you’re a young family, a business owner, or an individual investor approaching retirement, our advisors can build customized plans that grow, protect, and preserve your assets. Through all states of life, we endeavor to help you achieve your goals and instill confidence in your financial future.

Risk Management

Protecting Your Future

While risk implies the potential for great reward, our advisors value lasting strategies that protect our clients’ best interests. Before building custom plans, our insurance specialists diligently consider your unique tolerance for risk. From life and medical insurance to long-term care and disability income, we can provide a full suite of insurance policies to help you defend against the unexpected. Our strategic partnership with Langtree Insurance offers individual and business property and casualty coverage. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. As a fully independent company, our professionals can access the best insurance providers to help build a plan tailored to your situation and needs.

 

Investments

Value Through Efficiency

At GCG Wealth Management, our professionals are dedicated to constructing and managing investment portfolios designed to achieve your most valued objectives. From identifying short and long-term goals, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation before offering our recommendations. Only when we have gained an intimate understanding of your expectations do we begin to apply our analytical processes. As markets shift and your personal needs change, our customized strategies are built to evolve. That’s why we provide a consistent and objective perspective to ensure your financial plan is customized for today and optimized for tomorrow.

Business Problem Solving

Solving Key Business Obstacles

As one of life’s most demanding investments, your business deserves strategies that ensure its continued success. Whether you are seeking to transition ownership of your company, improve corporate benefits or more effectively reward and retain employees, our advisors have you covered. At GCG Wealth Management, our professionals focus their years of experience on helping companies and their employees achieve their financial goals. While defending your company’s values and sustaining your company’s culture, our team can build long-term strategies to promote the continued growth of your firm. From protecting your business against the loss of key people, to strengthening employee loyalty through custom retirement and insurance plans, our advisors are dedicated to enhancing the longevity of your firm.

 

Retirement & Estate Preservation

Empower Your Family

At GCG Wealth Management, we are committed to freeing individuals and their families from the pressure and confusion of retirement planning. Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help you prepare with confidence. By creating an investment plan that meets your short and long-term needs, our advisors can help structure a reliable income stream and ensure the continued protection of your lifestyle.

Our focused approach to retirement planning also respects the importance of sustaining your legacy. Establishing a secure estate plan ensures the protection of your most foundational values and cherished assets. For investors of all economic levels, we will endeavor to control the tax-efficient distribution of your wealth through carefully structured estate plans.

Business Advisory

Protecting Your Business

We take your business as seriously as our own. At GCG Wealth Management, our advisors will help build solutions tailored to your firm’s values and objectives. However big or small your company may be, our customized strategies empower you and your team to take charge of your financial future, from services including business continuation planning, exit strategies, key person planning and more. With the longevity of your firm in mind, our process starts with understanding and assessing your team’s goals, then creating unique strategies to realize them. From valuation techniques to enhancing your liquidity and developing optimized tax strategies, our advisors are devoted to the continued prosperity of your firm.

 

Family Wealth Counseling

Protecting Your Family

By developing a comprehensive understanding of your current financial position, we can help you and your family preserve your most valued assets. After assessing your risk tolerance, liabilities, net worth and cash flow, we’ll help develop a plan to prepare for the future that includes elderly care, social security, Medicare and more. While defending your loved ones against sudden accidents, disabilities and illness, we can also develop philanthropic strategies to maximize the longevity of charitable giving.

Group Benefits and Client Care

Protecting Your Employees

GCG Wealth Management, Inc. has been providing companies across the Carolinas with excellent service and the best rates available for their individual group benefit needs. See how we can provide a wide range of products to meet your company's group benefits needs. We offer group medical coverages, group disability, dental, group voluntary life and much more.

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Personal CFO Platform

Harmony Between Your Life and Your Wealth

The Personal CFO solution was built to create harmony between your life and wealth. Money is nothing more than an enabler to allow you to do the things you want to do in life. By managing your entire financial picture, we free up time for you to focus on what's truly important to you - your family, your passions, and in many cases, your business. Our team provides advice in four key areas: Cash Flow Planning, Wealth Accumulation, Risk Management, and Wealth Transfer. The strategies and tactics employed by our knowledgeable advisors include the common financial services like investments, insurance, estate planning, tax strategy, but also takes on the more unique strategies like asset protection, entity structure, and business consulting. Regardless of the scenario that you are facing, we have the ability to build the best solution customized to your needs.

Personal CFO Platform