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GCG Wealth Management

Charlotte, North Carolina

Website:

https://www.gcgap.com/

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Charlotte, North Carolina

Website:

https://www.gcgap.com/

Leadership Interview

Company Details

Approximate AUM

$1,800,000,000

Fee model

Hybrid Flexible

Number of employees

Custodians

Pershing

Schwab

SEI

Fidelity

Description

GCG Advisory Partners ("GCG") has a longstanding history, with origins dating back to the 1970s. Following its expansion and the development of a truly comprehensive array of services, the firm has maintained consistent ownership and management since 1994. For over twenty years, GCG's advisors have upheld a high standard of excellence and ethics, combining their individual expertise to help clients achieve their goals. As a symbol of the firm’s mission, the bonsai tree represents the stages of life that intertwine to create balance. GCG is committed to helping clients find financial balance through both expected milestones and unforeseen events. The bonsai tree serves as a reminder of the firm’s dedication to long-term success and its commitment to guiding clients on their financial journey.

Locations

2 Mid America Plaza Ste 750 Oakbrook Terrace, IL 60181

444 N Northwest Hwy Ste 333 Park Ridge IL

575 Military Cutoff Rd. Suite 102 Wilmington NC 28405

1555 Howell Branch Rd Winter Park FL 32789

225 W. Union St. Morganton NC 28655

717 Green Valley Rd. Suite 100 Greensboro NC 27408

113- B N. Marine Blvd Jacksonville NC 28540

Post Office Box 26147 Greenville SC 29616-1147

2903 Audrey Dr. Gastonia NC 28054

1415 Vantage Park Dr. Ste 250 Charlotte NC 28203

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Banking

Executive Compensation Planning

Family Office Services

Exit Planning / Investment Banking Services

Corporate Trustee Services

Recent News

GCG Gets Private Equity Boost to Fuel Growth

A recent capital infusion from LNC Partners will support continued growth for GCG Advisory Partners as a newly incorporated holding company focused on advisor succession.

GCG Advisory Partners Announces Two Acquisitions at Advisor Group's Securities America

GCG Advisory Partners is a national financial services platform that provides hybrid services to Investment Advisors and provides capital, acquisition/succession strategies, as well as a robust technology platform for its partnering advisors. GCG has best in class middle and back-office support allowing its partnering advisors to focus on growth and value creation for both them and their clients.

GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo

GCG Wealth Management announces a recruitment into their new Lake Norman office after recently announcing multiple acquisitions and a new Charlotte headquarters in South End. The new GCG Lake Norman office is expected to experience significant growth and cater to wire-house and bank breakaway advisors who want support and independence in the lake region.

GCG ADVISORY PARTNERS ADDS 225 MILLION TEAM FROM RAYMOND JAMES

GCG Advisory Partners, GCG Wealth Managements’ North Carolina-based planning platform that facilitates succession and acquisition planning for advisors, is proud to announce the addition of Chicago-based McDermott Gall Wealth Management to our growing network of firms. The duo, formerly with Raymond James & Associates, brings with them over $225 million in assets under management.

GCG Advisory Partners Expands Through Acquisition of Infinity Financial Partners

GCG Advisory Partners LLC (GCG AP), a leader in wealth management consulting and practice acquisition, is pleased to announce its acquisition of Infinity Financial Partners LLC, a financial advisory firm managing over $230 million in client assets. This acquisition expands GCG AP’s reach and brings its total managed assets to over $2.5 billion, adding a key office in Atlanta.

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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GCG Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

GCG Wealth Management's Ideal Partner

Company Videos

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GCG Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

GCG Wealth Management's Ideal Partner

Company Videos

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