Our focus at GBP Wealth Management is to create long-lasting relationships with our clients and their families while helping them build and manage wealth for themselves and future generations. GBP helps successful families, professionals, entrepreneurs and business owners with the challenges of efficiently accumulating, distributing and transferring wealth while minimizing the impact of taxes.
HOW IS GBP DIFFERENT?
At GBP Wealth Management, we help to address the questions that keep you up at night such as:
- Where does one find fee-based, independent and objective financial planning?
- How does one coordinate the work of financial planning, portfolio management, tax, estate, legacy and charitable planning?
- How does one make sure they are not paying too much in taxes—both currently and long term?
- How does one help make sure they will never run out of money in retirement?
- Are there more efficient ways for one to have their assets invested?
- Do we have a plan in the event of a premature death, getting sick or hurt or living a long life and needing care?
- Are there ways to improve the use of our assets and the way those assets are deployed?
- Is there a way for one to confirm their retirement, investment or insurance plan is efficient and viable long-term?
- How does one confirm if their investment plan is competitive from a cost and performance perspective?
- How do I make sure my wealth is transferred to whom I want, when I want, and as efficiently as possible?
- Who can help us address multiple, current financial planning concerns and concerns for future generations?
Financial representatives do not render tax or legal advice. Consult with a tax or legal professional for tax or legal advice that is specific to your situation. All investments carry some level of risk including the potential loss of all money invested.
Our Team is Award Winning
Todd Grandy and Jay Bell have been recognized by Forbes as two of the Top Financial Security Professionals in the state. Also, Jay Bell was named by Forbes as a Best-In-State Top Next-Gen Wealth Advisor. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Best-In-State Top Next-Generation Wealth Advisors list, (August 2023). Research & ranking developed by SHOOK Research, LLC. Based upon data as of 3/31/2023. Forbes Best-In-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.