Cut out the noise.
Hear what matters.
Watch our top story now
At GS Wealth Management, we strive to provide exclusive, holistic wealth management solutions with integrity and transparency to high net worth families. Our goal is to fully understand our clients and build close, trusting relationships as we provide personalized, honest, straightforward advice. We focus on the fact that every person is unique and deserves customized wealth management solutions to help them to achieve their investment and personal goals and are guided by three main principles:
Honesty and integrity – In the conduct of our business, we will be straightforward, truthful and accountable in ensuring your interests come first and foremost.
Superior client service – We believe long-term relationships can only be sustained when superior service is delivered consistently and reliably.
Consistent long-term performance – Our objective is to deliver consistent performance from your investments and from our team of financial professionals.
Successful goal planning requires hard work and effort. Getting advice shouldn’t. Whether you are looking to potentially achieve financial security in retirement, provide for your children’s and grandchildren’s financial futures or ensure that a bequest is made to that special person or organization, our meticulous process is designed to present a well-defined and custom-tailored solution, and may help eliminate the financial “noise” that bombards you on a daily basis.
Client interactions will begin with a deep discovery. Our discussions will revolve around your current financial situation to gather an understanding of your needs and wants, and to take the time to get to know you. Our information gathering process is simple, efficient and easy to complete. We enhance our relationships over time by incorporating several aspects of your wealth planning needs.
Once we understand your unique situation, we develop a personalized wealth plan explaining each option and recommendation. We strive to ensure that our solutions are straightforward and easy to understand.
An integral step in our process is the ongoing evaluation and adjustment of your wealth plan to help ensure that the current strategy is still reflective of your objectives at various stages of your life.
We believe that those who experience our process find their efforts more focused, their results more satisfying and they can continue to enjoy their lives.
Toll Free: 1(888) 501-1918
Fax: (905) 501-8606
Branch Office: (888) 814-9597
Branch Fax: (905) 568-2877