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Discover The GCG Process

1. First Meeting

It starts with a conversation. Before we start working together, we need to get to know one another.

2. Uncover

Give us all those old statements and filings and we will put everything in order. The both of us need to know your past to plan for the future.

3. Determine

Where do you want to be in 10, 20, or 30 years? Without defined goals, we don't know what direction to start walking.

4. Plan

We will create a blueprint to help set you on the right path towards your goals - your personal Yellow Brick Road.

5. Apply

A financial plan is as worthless as the pages it's printed on unless it's implemented. We will strive to accomplish that what is put on paper becomes reality.

6. Revise

Your life changes and so do your goals. We will continually monitor and update the plan in light of changing dynamics.

Building financial strategies around your goals

“Look before, or you’ll find yourself behind.”

- Benjamin Franklin

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Who is GCG?

GCG Wealth Management is a full-service wealth management firm. We work with families, individuals and business owners to help ease the financial burdens of everyday life and ensure the best possible future for tomorrow.
  

Our advisors begin by listening carefully to your unique situation and objectives. Only when we have gained a close understanding of your expectations do we begin to construct a strategy that manages risk while creating forward-thinking strategies to build wealth and accomplish your goals. These processes, combined with our years of experience, give us a high level of confidence in our solutions.
  

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

About Us

Your Goals, Our Strategies

Discover an array of services for all your financial needs.


  • Holistic Wealth & Life Management

    Fortune is almost always accompanied by complexity — whether balancing spending and saving needs, thinking through tax consequences of a decision, or deciding that now is the time to sell a personal business. We can help you simplify and succeed.

  • Financial Planning

    In order to create a plan and a road map towards your goals, we take the time to understand your values and priorities. No matter where you are in life, we can provide guidance, coaching and tools, to prepare for life’s uncertainties.

  • Wealth Coaching & Education

    After learning about you and your needs, the right expectations need to be set. Even the best, most well thought out plans will fall apart if they aren’t executed properly. Through our years of experience, we have learned that human behavior can derail the wealth planning process at the worst possible times. Our advisors will continuously help you through the good and the bad times, helping you reach your goals.

  • Asset Allocation Analysis

    We think about asset allocation slightly differently than some of our peers. Everything we do is geared towards our agreed upon financial goals as well as eliminating the most worrisome risks: Will you outlive your assets? Will your assets generate enough income to maintain your current lifestyle? Will your portfolio grow enough to pass money onto future generations? After defining your investment objectives and priorities, we then construct a portfolio with our top recommendations for your custom allocations.

  • Risk Management & Insurance Strategies

    No financial plan is complete without a full review of your existing insurance and overall risk management strategy. How important is it to you to have a capital “G” Guarantee? At GCG, we will identify the balance of risk and certainty that is most appropriate for you.

  • Cash Flow & Retirement Planning

    Understanding the balance between your financial commitments and your cash flow requirements will help us to evaluate scenarios most suited for maintaining your lifestyle before and after retirement.

  • Estate, Gift & Trust Planning

    Estate, gift and trust planning is more than creating a will and dispersing your income. Integrated estate planning considers your goals and values and creates tax-efficient deployment of your assets during life and beyond.

  • Philanthropic Planning

    Creating a plan for charitable giving can be a complex — but rewarding — process. We will help you identify your specific goals for giving, and align your passion with a tailored, tax-efficient action plan.

  • Lifestyle Services

    We know your time is important – it should not be wasted. At GCG Wealth Management, we have spent years creating a network of qualified professionals in every service industry. We can help you plan a vacation, book private aviation, get fitted for a custom suit, or remodel your home. We only work with the best, no matter the industry.

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