A complete list of active advisors currently associated with G&S Wealth Management LLC

Warmer can help you find a great advisor at G&S Wealth Management LLC or one who fits your needs even better.

The firm serves primarily individual clients, most of whom are below high-net-worth thresholds, and also accepts corporate or business clients; it offers portfolio management and related financial planning services. Portfolio management is provided on a non-discretionary basis and services are tailored through individual consultations to reflect each client’s financial situation and preferences. The firm follows a conservative, fundamental-analysis investment approach, relying on financial publications, rating services and online filings, and confines allocations to stocks, bonds, mutual funds/ETFs, CDs and government securities. It does not pursue alternative investments, generally avoids frequent trading, and monitors and adjusts portfolios in accordance with agreed strategies while obtaining client approval for transactions. Distinctively, the firm’s principal maintains an affiliated CPA practice and discloses cross-referrals between accounting and advisory clients, with the CPA practice occupying the majority of the principal’s workweek. The adviser operates as a solo practitioner managing under $9 million across about 59 accounts with nearly all assets managed non-discretionarily, emphasizing advisory relationships rather than discretionary trading.

To learn more about the advisors currently working at G&S Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Glennon	Elko, NV	17

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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