Holistic Wealth and Life Management
Success is almost always accompanied by complexity. We can help you simplify.
We take the time to understand your values and priorities, to create a roadmap toward your goals.
Cash Flow & Retirement Planning
No matter where you are in life, we can help balance your cashflow and retirement.
Risk Management & Insurance Strategies
How important is it to you to have a capital “G” Guarantee? At GCG, we will identify the balance of risk and guarantee that is most appropriate for you.
It starts with a conversation. Before we start working together, we need to get to know one another.
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.
Where do you want to be in 10, 20, or 30 years? Without defined goals, we don't know what direction to start walking.
We will create a blueprint to help set you on the right path towards your goals - your personal Yellow Brick Road.
A financial plan is as worthless as the pages it's printed on unless it's implemented. We will make sure that what is put on paper becomes reality.
Your life changes and so do your goals. We will continually monitor and update the plan in light of changing dynamics.
- Benjamin Franklin
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.
Discover an array of services for all your financial needs.
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.
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.
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 veteran advisors will continuously help you through the good and the bad times, making sure you reach your goals.
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.
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.
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 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.
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.
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.
Thoughts and insights on a variety of financial topics.
How Financial Advisors Are Compensated
How Income Taxes Work