Our Firm

At GBC Wealth Management, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you to navigate through life's twists and turns. Planning your financial future can be a daunting task. That's where GBC Wealth Management comes in. We're trained and certified professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you through one or more of the services we offer:

  • Investment management
  • Retirement strategies
    • Personal Traditional and Roth IRAs
    • SEP and SIMPLE accounts 
  • Trustee Services   
    • Revocable Trusts
    • Irrevocable Trusts
    • Testamentary Trusts
    • Life Insurance Trusts 
  • Escrow Agent 
  • 1031 Exchange Agent
  • Estate Administration
  • Guardianship Services

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.