Our Mission

At GFS Private Wealth, we provide individualized solutions and counsel to affluent individuals and their families. We offer guidance on a range of financial issues including investments, retirement, estate planning, charitable giving, and family business issues. Most importantly, we take a holistic view of your financial position and establish a customized wealth management plan that considers your total wealth and your long-term intentions.

Our Services

Investment Management

Reaching your financial goals is often the result of purposeful planning and disciplined investing.  GFS Private Wealth is here to provide you with unparalleled investment discipline, so that you are able to capture the wealth-building potential of the financial markets.

Retirement Planning

One goal nearly all investors share is planning for a comfortable and secure retirement.  We can help you develop a personalized strategy to properly balance complex and competing goals.

Estate Planning

When you plan your estate, you create a directive of how your financial and personal affairs should be handled after you can no longer manage them.  We will evaluate your current plan and make you aware of opportunities you may have missed.  We can also help you prioritize your goals and implement your plan with the aid of your estate planning attorney.

College Planning

If saving for a child’s or grandchild’s education is important to you, we will help you to implement a strategy that works with your overall plan.

Insurance Evaluation

Insurance is an important component of holistic financial planning.  We will review your current policies, including ownership and beneficiary designations, and advise on the most appropriate type of insurance for your specific situation.

Legacy Planning

With proper planning, one person’s meaningful life can affect countless others.  We can help you establish a multi-generational strategy to strengthen your legacy and help give you peace of mind.

Charitable Planning

If you desire to expand the impact of your wealth through charitable giving, let us help you navigate the many strategies and solutions available to you.

Wealth Management

We know you’ve worked hard to achieve success, and we are committed to helping you protect and grow your assets, while giving you the freedom to enjoy your time and your resources as you wish. GFS Private Wealth’s advisors take a thoughtful, proven approach to wealth management that considers wealth accumulation, income, and legacy planning.

We also know that life – and financial markets – can be uncertain, and in those circumstances, it’s important to know that your financial assets are looked after. GFS Private Wealth can help you grow and manage your wealth through a disciplined process designed to increase assets, manage risk, reduce tax liability, and maintain liquidity.

Liquidity & cash flow – As we design your portfolio, we consider your lifestyle and your needs for cash flow and liquidity. We can help you develop budgetary guidelines and maintain proper levels of cash and liquid investments, as well as review and rebalance your portfolio to meet current income needs and provide for emergencies and opportunities.

Tax management – By considering your entire balance sheet, GFS Private Wealth can help you take advantage of opportunities to minimize your tax bill, whether it be through short-term investment opportunities or longer-term estate and transfer planning techniques.

  • All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.
  • Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
  • Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular.

Personal Financial Website

Clients of GFS Private Wealth have access to an online portal which is designed to help organize their financial life.

  • A consolidated view into all your accounts gives you a complete financial picture, updated in real-time.
  • Add accounts from more than 15,000 financial institutions.
  • Unlimited access to secure electronic document storage keeps your most valuable records safe and accessible.
  • Track spending habits and monitor cash flow to stay on the right financial path.
  • Generate interactive reports and charts on topics such as insurance, retirement income and estate planning.
  • Accessible wherever you are and on any device you choose.

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