It all begins with you.

We guide individuals and families through pivotal moments and the often complex and emotional financial decisions that arise over time. We will partner with you as you navigate through the opportunities and challenges that come with wealth.

Our role is to anticipate your wants and needs, present ideas and solutions that are unique to your family.  Using a collaborative approach, we identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future – from a simple bank account, to preparing the next generation to lead the family enterprise.

Your family will experience what sets us apart through our multi-disciplinary team approach.


"Your Goals. Our Expertise. One Vision.''

GGB & Associates Wealth Management

GGB & Associates Team Members

image

Our Process

Our team is dedicated to making the often overwhelming pressures of managing wealth more manageable. We ask thought-provoking questions, help you to take stock of your financial position, discover what’s most important to you and your family, and provide solutions and support to ensure your wealth is protected and put to the best use.

About Us

image2

Our Services

Balancing your financial landscape requires more than just advice – it demands a tailored strategy. Our team offers you a comprehensive array of services from retirement, risk and tax planning to estate planning, trust management, business succession, and philanthropic giving – carefully woven into a personalized plan for lasting financial security.

Book Now

Video Messages from Our Team

"From the beginning, Richard made sure he understood what kind of investor I was and what I was expecting form my investments."

      Client Testimonial | Client Since 2009