We formed GCB Private Wealth because as Entertainers (Actors), Entrepreneurs and former fortune 500 Executives ourselves we felt underserved and misunderstood by the financial advising community. Our uniques needs, our unusual work schedules and our inconsistent earnings did not fit into the predefined models that existed. We know we are different and we want a firm that embraces and rejoices our uniqueness.
At GCB Private Wealth our focus is on empowering you. We believe that by knowing all aspects of our clients financial objectives we can more efficiently map out their financial future. We love active listening and always seek to do more than what our clients expect from us.
Empowering our Clients: A complete concierge level approach to wealth management.
Our clients include executives, entertainers, artists, entrepreneurs and business owners, who receive sophisticated wealth planning, portfolio management, and personalized concierge-level services.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
At GCB our approach to wealth management is consultative and committed to excellence, but most of all it centers around you. We have a fiduciary responsibility to put our clients’ best interest ahead of our own – a standard we’re proud to meet. It also means that our financial success is tied to our clients’ success.
1. First, we take the time to listen to your unique financial situation, and understand your needs and goals.
2. Before any advice is given, it is essential that we understand what is important to you. Together, we review your current situation, personal balance sheet, risk tolerance, time horizon and cash flow needs.
3. Once we understand your “complete picture”, then we offer recommendations that are in concert with the rest of your life.
4. Lastly we actively manage for changes in your life, your goals, and the markets.
For more information about our firm and our services, please call or set up a complimentary meeting. We would enjoy learning more about your goals and dreams.
At GCB Private Wealth our focus is on empowering you. We believe that by knowing all aspects of our clients financial objectives we can more efficiently map out their financial future. We love active listening and always seek to do more than what our clients expect from us.
Empowering our Clients: A complete concierge level approach to wealth management.
Our clients include executives, entertainers, artists, entrepreneurs and business owners, who receive sophisticated wealth planning, portfolio management, and personalized concierge-level services.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
At GCB our approach to wealth management is consultative and committed to excellence, but most of all it centers around you. We have a fiduciary responsibility to put our clients’ best interest ahead of our own – a standard we’re proud to meet. It also means that our financial success is tied to our clients’ success.
1. First, we take the time to listen to your unique financial situation, and understand your needs and goals.
2. Before any advice is given, it is essential that we understand what is important to you. Together, we review your current situation, personal balance sheet, risk tolerance, time horizon and cash flow needs.
3. Once we understand your “complete picture”, then we offer recommendations that are in concert with the rest of your life.
4. Lastly we actively manage for changes in your life, your goals, and the markets.
For more information about our firm and our services, please call or set up a complimentary meeting. We would enjoy learning more about your goals and dreams.
|
Lets get Social. Follow us on LinkedIn, Twitter, Facebook or send us an email!
|