GCG Wealth Management, LLC
Financial Advising
Why pick this one
GCG Wealth Management has over 20 years of experience and offers a Personal CFO platform for customized financial solutions.
Best for
- ultra-high net worth individuals
- comprehensive estate planning
- business succession strategies
Look elsewhere if
- budget-sensitive financial planning
- simple investment management needs
Specialties
- retirement planning
- estate planning
- corporate succession planning
- ultra-high net worth asset allocation
Certifications
- CFA
- CFP
- CLU
- ChFC
- CFS
- AEP
What makes them different
- Personal CFO platform aggregates assets in real-time
- Holistic wealth management strategies
- Comprehensive estate and trust planning services
- Family-office style service for ultra-high net worth clients
- Years in business
- over 20
- Serves
- Charlotte, NC, Atlanta, GA, Detroit, MI, Greensboro, NC, Gastonia, NC, Greenville, SC, Wilmington, NC, Winter Park, FL, Morganton, NC, Crystal Coast, NC, Chicago, IL, Palm Beach, FL
Distilled from this business's own website.
Contact & Location
- Address
- 1415 Vantage Park Dr, Charlotte, NC 28203-4073
- Phone
- +17043724491
- Website
- http://www.gcgwm.com/
- user@domain.com
Services
- financial planning
- wealth management
- risk management
- trust planning
- business solutions