Celebrating 25 Years of Honest Straightforward Advice.

Delivering comprehensive wealth strategies with unwavering integrity, and complete transparency. We're proud to work with high-net-worth families to build deep, trusted relationships-grounded in understanding, driven by purpose, and guided by clear personalized advice.

Our mission has remained true for 25 years: empower our clients with honest straight forward advice to help protect and grow their legacy.
In May 2025, as a thank you to our clients, we hosted a special event to show our appreciation for their years of dedication and trust. We're excited to see what the next 25 years holds. 

For 25 years, we've focused 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
  • Superior client service
  • Consistent long-term performance

Our approach has always been one team, and that's really what we pride ourselves on.

Jeremy Wong

Senior Investment Advisor

A Process Designed Around You

At GS Wealth Management, every conversation begins with you—your goals, your values, and your financial reality. Our discovery process is straightforward, efficient, and designed to help us understand what truly matters to you. From the start, we focus on building a meaningful relationship, not just a financial plan.

As your needs evolve, so does our approach. We integrate every facet of your wealth—investments, estate planning, tax strategies, and more—to ensure a comprehensive and personalized experience, engaging TD specialists where needed.

We believe that clients who go through our process often feel more focused, more in control, and better positioned to enjoy what matters most: their lives.

"We strive to make sure our clients know that as time goes on, we move forward together—you’re never left behind." - Giac Gelmo

Our Process

We believe our collaborative approach sets us apart in navigating the ever-evolving financial landscape.

Client Interactions 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.
 

We Create a Personalized Wealth Plan

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.
 

With Ongoing Evaluation and Adjustment

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 are here for the long haul, ensuring sustained and unwavering dedication to your financial success.

GS Wealth Management