GS Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution which suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with them to create personalized wealth management and financial planning strategies. We apply a steady, seasoned approach to wealth management – tailored to the unique needs of each client in pursuit of their long-term objectives.
The clients we serve are a remarkable and diverse group. They range from successful entrepreneurs and small business owners to high net worth families and corporate executives, from young couples just getting started with financial planning to mom and dad entering retirement. No matter where you fit into this spectrum, you can be sure that our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals.
We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
Our advice is based on a deep understanding of your entire financial picture as we act as your trusted professional to bring together all aspects of your personal finances to develop your comprehensive plan. At GS Wealth Management, our comprehensive solutions exemplify our promise of stewardship including:
- Understanding the details of your total financial situation in effort to achieve both short and long term goals.
- Creating and managing a diversified, appropriate investment portfolio from the broadest set of product choices, unbiased by the source or structure of the investment product.
- Collaborating on decisions that affect your overall wealth management plan, including estate plans and trusts, insurance, real estate, legacy and charitable giving, limited partnerships, and more.
- Providing periodic and consistent monitoring and review of progress towards achieving your goals.
- Communicating with you on both a scheduled and as needed basis to review progress and synchronize your plan with new information.
Note: Some services, such as Estate Planning, Insurance Reviews, among others, are provided in collaborations with strategic partners. These partners are highly specialized in their area of financial and wealth management.
Our People
At GS Wealth Management, our team of professionals is committed to going the extra mile for our clients. We are:
