Be Unique!
A DIFFERENT APPROACH TO FINANCIAL PLANNING
Fee-Only: As a fee-only firm, we are compensated by the transparent fee paid to us by you, our client. There is NO sales pitch, NO products sold, and NO receipt of third party payments.
Fiduciary: We are legally bound to put your best interest first, and we take this commitment very seriously.
Independent: Our firm is founded on the principle of independence – independently owned, independent research and most importantly, independent recommendations that are custom tailored to each clients needs.
Simplicity: We eliminate unnecessary complications and simplify the financial jargon so that you always understand your plan.
Efficient: We use world-class technology to streamline our process – giving you time back to focus on the things that matter most in your life.
Transparent: We believe you should understand how much you are paying and what you are paying for. We don’t sell products, and have no hidden agendas. Here is a list of our Fees.
WE BELIEVE IN BEING DIFFERENT
At GCB Private Wealth, we have you, the client—and only you—in mind. Our culture is designed to empower you and deliver beyond your expectations while celebrating your inspiration.
We know that ideas come in all shapes, sizes and colors. That’s why nothing we create is off-the-shelf. We take the time really listen to you, to get to know you and understand your needs, dreams, and long-term goals.
We understand the challenges families face today. From managing debt to saving for college to retirement and estate planning, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you and your family.
Concierge level service in coordinating the financial, tax, legal and personal issues enables us to provide a comprehensive and integrated financial plan that considers everything that is important to you – your specific goals, ideals, risk tolerance, and lifestyle, both for today as well as tomorrow.
The result? You gain the financial clarity to make informed decisions and are empowered to manage your wealth more effectively.
A DIFFERENT APPROACH TO FINANCIAL PLANNING
Fee-Only: As a fee-only firm, we are compensated by the transparent fee paid to us by you, our client. There is NO sales pitch, NO products sold, and NO receipt of third party payments.
Fiduciary: We are legally bound to put your best interest first, and we take this commitment very seriously.
Independent: Our firm is founded on the principle of independence – independently owned, independent research and most importantly, independent recommendations that are custom tailored to each clients needs.
Simplicity: We eliminate unnecessary complications and simplify the financial jargon so that you always understand your plan.
Efficient: We use world-class technology to streamline our process – giving you time back to focus on the things that matter most in your life.
Transparent: We believe you should understand how much you are paying and what you are paying for. We don’t sell products, and have no hidden agendas. Here is a list of our Fees.
WE BELIEVE IN BEING DIFFERENT
At GCB Private Wealth, we have you, the client—and only you—in mind. Our culture is designed to empower you and deliver beyond your expectations while celebrating your inspiration.
We know that ideas come in all shapes, sizes and colors. That’s why nothing we create is off-the-shelf. We take the time really listen to you, to get to know you and understand your needs, dreams, and long-term goals.
We understand the challenges families face today. From managing debt to saving for college to retirement and estate planning, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you and your family.
Concierge level service in coordinating the financial, tax, legal and personal issues enables us to provide a comprehensive and integrated financial plan that considers everything that is important to you – your specific goals, ideals, risk tolerance, and lifestyle, both for today as well as tomorrow.
The result? You gain the financial clarity to make informed decisions and are empowered to manage your wealth more effectively.