The freedom and flexibility of independence
Access to sophisticated resources and support that come from our established organization, GCG Wealth Management, and
An ego-free culture of tight-knit advisors and business partners
For illustrative purposes only.
Maximize your efficiencies with affordable access to leading technology solutions, including CRM; financial planning; custodian and clearing; electronic forms; banking, lending and liability management solutions; email and cyber security; trading; research; and more.
Stay competitive as an advisor with robust training, group employee benefits and public relations and marketing support.
Tap into our advanced business planning expertise to grow your financial practice with precision, from acquisitions and succession planning to employee retention and executive compensation strategies.
Utilize our team of in-house CERTIFIED FINANCIAL PLANNERTM professionals to deliver comprehensive, advanced and valuable fee-based services to your clients, including advanced insurance planning strategies.
Access a diverse range of investment tools and products, including stocks, bonds, mutual funds, alternatives, insurance products, banking and lending. Plus, with an in-house Chief Investment Officer, access our research and trading support and vast network of CPAs, attorneys and other professional services.
In today’s constantly evolving regulatory environment, benefit from added protection and oversight from our in-house compliance officer, in addition to standard offerings available through our broker-dealer.