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Jeremy W

Series 65, CFP®, CIC

Remote

GFM Asset Management LLC

Jeremy Wolf lives in Switzerland and is a cross-border international financial advisor at GFM Asset Management LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at HighTower Advisors LLC and Schultz Collins Lawson Chambers, Inc. GFM Asset Management serves individual investors, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and standalone advisory services. The firm’s investment approach specializes in cross-border investing and includes tailored allocation strategies based on client-specific timelines, integrating fixed income, equity, and tactical positions with risk management techniques such as currency management and derivatives.

Passive / index investing Cross-border / expatriate tax planning Options & derivatives strategies Income planning Retirement withdrawal strategies Founder/Business Owner Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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Tariq D

Series 63, Series 65

Remote

GFM Asset Management LLC

Tariq Dennison is a financial advisor at GFM Asset Management LLC with nine years of industry experience. He has held roles at Manentia Wealth Consulting Inc., GFM Group Limited, and Hong Kong-based GFM Group Limited, where he is a 50% owner and director. Dennison manages investment services across these affiliated firms and is currently transitioning GFM Asset Management LLC’s business to Manentia. GFM Asset Management serves individual investors, trusts, and retirement plans, focusing on clients with cross-border or international needs. The firm employs a timeline-driven investment framework and offers discretionary management, financial planning, and educational content through various service models.

Passive / index investing Active portfolio management Options & derivatives strategies Founder/Business Owner
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Geoffrey G

Series 65

Maumee, OH

GFM Asset Management LLC

Geoffrey Galbraith is a Series 65 licensed advisor at GFM Asset Management LLC in Maumee, Ohio, with five years of industry experience. He previously worked at Orient Securities from 2015 to 2019. GFM Asset Management serves individual investors, including high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and standalone advisory services. The firm’s investment approach incorporates client-specific cash flow timelines, diverse asset allocation strategies, and the use of derivatives and margin, with a notable international orientation and educational content production.

Passive / index investing Active portfolio management Options & derivatives strategies Founder/Business Owner
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