GCB PRIVATE WEALTH

GCB Private Wealth is a part of the employee benefits evolution, providing expert solutions through a team of advisors who operate with your best interests at heart... Unique concierge level experience coupled with a proven financial planning process. GCB Private Wealth was created as a fee-only financial planning and advisory firm focused on delivering a unique concierge level experience... Using our proven "Allocation Pie Process", GCB's investment approach is based on common-sense principles that integrate comprehensive financial planning with asset management. We focus on both the person as well as the portfolio. We first determine an asset allocation plan based on your overall goals, and tailor a portfolio specific to your needs. Thereafter, we implement with tax- and cost-efficient securities, integrate with other aspects of your financial situation, and dynamically adjust as circumstances warrant.

Also known as: GCB Private Wealth, LLC