9115 Harris Corners Pkwy
GCG Wealth Management announces the acquisition of Florida based Paxmentis Advisors, a privately owned advisory firm and an independent registered investment advisor (RIA) Based in Sanford, FL. Paxmentis Advisors was founded in 1993 by the late David Lanier.
GCG's President and Managing Partner, Joel Burris, spent the last few months working through a transition plan with David and his wife Darla. At an age where David had helped many of his clients plan for their future, he knew he had to do some planning for the future of his business as well.
Joel explains "David being the prudent advisor and owner he was, he knew he needed to be thinking about the future of his clients and wanted to be certain that their financial lives, goals and needs would remain professionally handled if he was not able to serve them. I am confident the new relationship with GCG will accomplish what David wanted for his family, clients and staff."
Paxmentis Advisors has roughly #37 million in assets under management and like GCG has had the responsibility and privilege to serve some very successful individuals, families, and institutions.
Joel Burris says "we had the highest regard for David as he built a very successful business and lead a very successful life. He had a well-earned reputation in Florida and we hope to continue his legacy. We understand the effort that is required to build lasting relationships and earn the trust of clients. Our goal is to maintain that harmony, help his clients through this tough time and continue to further build out their financial future."
As this latest acquisition continues to deepen their presence in the Florida market the firm has big plans for Charlotte as they continue their controlled growth strategy.