www.gcgwm.com info@gcgwm.com 704-372-4491
EMPOWER YOUR
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FAMILY. WEALTH. LIFE.
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About Us
GCG Wealth Management has a longstanding history, with the company’s origins dating back to the 1970s. Following our expansion and development of a truly comprehensive array of services, our current ownership and management has been congruent since 1994. For over thirty years, our advisors have maintained a high standard of excellence and ethics as they unite their individual experience to help clients achieve their goals.
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Our Mission
Est.
1994
To provide the highest standard of care possible, our advisors are dedicated to nurturing long-term partnerships. From answering your questions, to providing an objective perspective and building tailor-made strategies, our team strives to help you identify and achieve your most valued goals. As a symbol of our firm’s mission, the bonsai tree signifies the stages of life that intertwine to create balance. At GCG, we strive to find the balance in
$2B+ AUA as of 12/28/2023
13 Locations
every area of your financial life through expected milestones or unanticipated events. The bonsai tree reminds us
Nationwide, with virtual and digital options available.
of our dedication to long-term success and our excitement in joining you on this journey.
30K+ Clients
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Locations
Meeting you where you are: Whether you prefer a remote, digital experience or a local, in-person relationship.
Charlotte, NC 1415 Vantage Park Dr. Ste. 250 Charlotte, NC 28203 704-372-4491
Crystal Coast, NC 113-B N. Marine Blvd. Jacksonville, NC 28540 910-455-3752
Gastonia, NC 2903 Audrey Dr. Gastonia, NC 28054 704-372-4491
Greensboro, NC 717 Green Valley Road Greensboro, NC 27408 Office: 336 698-4001
Greenville, SC Post Office Box 26147 Greenville, SC 29616-1147 864-270-1720
Morganton, NC 225 W. Union St. Morganton, NC 28655 828-433-1128
Palm Beach, Fl 11300 US Highway 1, Ste. 500 Palm Beach Gardens, FL 33408 561-627-6992
Oakbrook Terrace, IL 1 Mid America Plaza Ste. 3051 Oakbrook Terrace, IL 60181 312-865-4125
Park Ridge, IL 444 N Northwest Hwy. Ste. 333
West Bloomfield, MI 6960 Orchard Lake Rd, Ste 120 West Bloomfield, MI 48322 248-538-1616
Park Ridge, IL 847-825-7770
Winter Park, FL 1555 Howell Branch Rd. Winter Park, FL 32789 407-755-6400
Wilmington, NC 575 Military Cutoff Rd. Ste. 102 Wilmington, NC 28405 910-442-6933
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Services Overview
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Financial Planning
No matter where you are in life, we can provide the guidance, coaching and tools to prepare for life’s uncertainties. The strategies employed by our advisors include all the common financial tactics, and more unique, sophisticated strategies for more advanced planning needs.
Retirement Planning
Our Personal CFO platform uses cutting edge technology to aggregate all your assets, liabilities, income, and expenses in one place, in real time. Regardless of the scenario that you are facing, we have the ability to build the best solution customized to your needs.
Estate, Gift, & Trust Planning
Our team will build and implement a wealth transfer strategy that ensures what you’ve built moves smoothly to the next generation or generations. We do this in the most tax efficient way possible to ensure you’re making the greatest impact on your loved ones.
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Corporate & Business Solutions From succession planning, liquidity events, and tax-efficient exit strategies, to 401(k) plans and team benefit comp plans, our advisors can help you with all your business solutions needs, small business or corporate level.
Ultra-High Net Worth Asset Allocation You’ve worked hard for your wealth. Our advisors can help you make the most out of your assets with family-office style service and solutions, alternative investments and advanced, custom planning.
Life Insurance & Risk Management
Growing your wealth is a priority, but protecting and preserving that wealth is equally as important. No financial plan is complete without a full review of your overall life insurance and risk management strategy.
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gcgwm.com
704-372-4491
info@gcgwm.com @
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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