A complete list of active advisors currently associated with GBG Wealth Management LLC

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

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.

To learn more about the advisors currently working at GBG 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.