Who We Are
Assets Under Management
Home states of our clients
Our clients at or nearing retirement
What we do and who we serve:
As you can see, we serve clients from all sorts of backgrounds and across the whole U.S. We enjoy working with good people who could benefit by our financial planning expertise. Our combined experience and focus on staying educated on industry changes will allow us to plan and solve our clients’ complex financial situations for years to come.
Clients assisted with business sale
Donations to charities facilitated via Donor Advised Funds
Our team has a combined 140+ years in the financial industry and 10 elective designations ranging from CFPs to WMCPs to CFAs that required thousands of combined hours of studying. This dedication to mastering our craft led us to have the opportunity to present over 1,000 financial plans in the last 10 years and come to manage for $700 million in assets. Though we view each client as having unique financial challenges, this experience helps us provide the best financial advice for our clients.
...and we don’t take this lightly. We are blessed to be the trusted financial advisor of hundreds of families across 31 states in the USA. We view this as a responsibility to do more than work in our client's best interest. We view it as a responsibility to treat these families as we would treat our own.
At GSG, our values and mission are important to us and affect our daily actions and long term planning.
- • Trust
- • Integrity
- • Service
- • Knowledge
- • Intentionality
Our mission is “to deliver comprehensive financial planning that brings confidence, clarity, and precision to complex situations. Our multi-generational firm builds enduring client relationships through the quality and integrity of our work in order to afford our clients the peace of mind to focus on what matters most.”