GBG Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,761,917
Clients
26
Advisors
4
of 4 employees
About
GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high‑net‑worth individuals, trusts and estates, corporate retirement plans, and other businesses. The firm typically charges asset‑based advisory fees and also offers stand‑alone, fixed‑fee financial planning engagements.
GBG’s process is consultative: it develops client objectives and implements portfolios directly or by allocating assets to one or more third‑party managers or investment models, with ongoing monitoring and periodic re‑allocation. The firm describes a range of implementation options — including allocation to model-based strategies, individual‑stock direct indexing, a tax‑managed overlay, and the use of cash positions for defensive purposes — and it periodically offers educational workshops and retirement participant education.
What distinguishes GBG from many peers is its network of affiliated firms and fund activity: GBG is affiliated with Gallacher Capital Management, LLC (which may act as a third‑party manager, charge a 0.25% platform fee on assets it manages, and sponsor private funds that could pay performance‑based compensation) and with Gallacher, Bosen, and Goodman, PLLC, a CPA firm that provides tax and accounting services. These affiliations — including a disclosed 25% voting interest held by the affiliated adviser — create potential conflicts of interest that GBG discloses and says it manages through written policies, supervisory oversight, and client disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fees generally start at $2,500 on a fixed fee basis, negotiable.
Insurance commissions charged may vary; no advisory fee charged in addition to commissions for insurance products.
Main office
1830 S Alma School Road, Suite 116
Mesa AZ 85210
Advisors at this office
4
Most active in
Arizona · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jorgen G
Series 63, Series 65
Mesa, AZ
GBG Wealth Management LLC
Jorgen Goodman is a financial advisor at GBG Wealth Management LLC with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining GBG Wealth Management, his background includes roles at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. The firm uses a consultative process to develop client objectives and implements portfolios through direct management or third-party allocations, offering a variety of model-based strategies and educational workshops.
Marcos G
Series 65
Mesa, AZ
GBG Wealth Management LLC
Marcos Goodman is a financial advisor at GBG Wealth Management LLC in Mesa, AZ, holding a Series 65 credential with over one year of experience in investment management. He is also a principal at Gallacher, Bosen & Goodman PLLC, a CPA firm providing tax preparation, accounting, and consulting services since 2006. Outside of advisory work, he is involved in plumbing and septic services through Arizona Plumbing Experts LLC. GBG Wealth Management LLC offers discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm uses a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.
Jaron T
CFP®, Series 63, Series 65
Mesa, AZ
GBG Wealth Management LLC
Jaron Turley is a CFP®-certified financial advisor with five years of industry experience, currently with GBG Wealth Management LLC. His prior experience includes roles at Fullerton Financial Planning, Morgan Stanley, and Raymond James Financial Services. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporate retirement plans, and other businesses. The firm employs a consultative process with various implementation options, including model-based strategies and tax-managed overlays, supported by a network of affiliated firms offering investment management and tax services.
Michael B
Series 63, Series 65
Mesa, AZ
GBG Wealth Management LLC
Michael Bosen is a financial advisor at GBG Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gallacher Capital Management LLC and Gallacher, Bosen & Goodman PLLC. Outside of his advisory role, he is involved in tax preparation, accounting, and consulting through Gallacher, Bosen & Goodman PLLC. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm employs a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.
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