The fundamental financial principles still hold true; spend less than you earn, organize your finances, protect your assets, set goals, make your money work, limit (bad) debt, be empowered, understand risk, diversify & re-balance your portfolio, be tax aware, and plan for the unexpected.
Hello, I am Brad Bolnick, Founder of GCB Private Wealth, a fee-only private wealth advisory firm that empowers our clients by seeking to help them organize, protect and enhance their financial lives.
Our clients include Executives, Entertainers (artists) and Entrepreneurs (business owners), who receive sophisticated wealth planning, portfolio management, and personalized concierge-level services. We also work with Employers dedicated to taking great care of their employees.
So if your a rockstar, moviestar or just want to be treated like one - lets talk.
As an independent financial advisory firm we work exclusively for our clients. We are able to provide unbiased financial advice while helping our clients:
- simplify their financial lives and recognize their dreams
- pursue objectives well beyond their investment goals
- align their portfolios with their values, lifestyle and desires
- help build a legacy for the ones they love and the things they care about
- manage income and expenses aiming to sustain the lifestyle they deserve now and in the future
- For our corporate clients, we manage your 401k/403b plans will providing your trustees with 338 fiduciary coverage
Unique concierge level experience coupled with a proven financial planning process. GCB Private Wealth was created as a fee-only financial planning and advisory firm focused on delivering a unique concierge level experience.
We can help you develop smarter financial plans so you can make better decisions as you navigate through life. Leading edge technology coupled with our proven and efficient planning process and wealth management services provide you with the insight and direction needed to reach your goals.
Please take a look around our website, it was designed to educate and empower!
For more information about our firm and our services, please schedule a call below. We would enjoy learning more about your goals and dreams.
With kindest regards,
The GCB Private Wealth Team