At GBS, we understand that no two clients are alike. That’s why we take time to learn your history and goals. Whether you’re a business owner seeking to grow, protect and transfer your personal wealth, or a busy professional in need of debt management and liability protection, we can help you craft a plan to enlarge and protect your estate for years to come.

Planning is the cornerstone of our proven process. We collaborate with your CPA and attorney to consider all facets of your estate, including investment, tax and succession objectives. We will then customize your portfolio to serve your unique needs. And because we’re an independent firm, we’re not beholden to one line of products or portfolios, so we can freely select the best investment opportunities for you.

Wherever you are in your financial life cycle, GBS is ready to help you prepare for your future.

To successfully grow, protect and transfer your wealth, you need a dedicated advisory team with the expertise and infrastructure to support a goals-based planning philosophy. We help high-net-worth clients at various stages in their financial life cycles — from benefits support to retirement planning to succession management.

As a fee-based, fiduciary firm, GBS mitigates risk by assuming some of the responsibility for your plan investments. Just as importantly, your dedicated executive liaison will routinely measure and track key indicators and keep you and your advisors apprised of your plan’s performance. By thinking holistically about all aspects of wealth management — not just investments — GBS can help you measure performance using an in-house reporting process, identify opportunities for improvement and adapt your plan as your needs evolve. Here you will find a collection of wealth management strategies we use to help people like you reach their long-term goals.