GH Private Wealth Management, Inc.

The firm provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and portfolio monitoring for accounts it does not directly custodialize. It also facilitates client access to third‑party managed account programs by recommending money managers and assisting with account setup and ongoing oversight.

The firm describes a tactical asset‑allocation approach that uses both fundamental and technical analysis across a broad set of securities and may employ cash positions, sector adjustments, and periodic rebalancing as defensive or opportunistic measures. Portfolio decisions are generally made on a discretionary basis with actions such as position sales or reallocations taken to address tax considerations, risk tolerance changes, or concentration concerns.

Notable from the brochure are several features that are less common among peers: the firm’s principal is licensed to sell insurance and may offer insurance products for separate compensation, the firm offers educational seminars (for which it may charge a fee), and it accepts hourly and fixed‑fee planning engagements in addition to asset‑based management. The firm also routinely selects third‑party sub‑advisers through sponsored programs while retaining oversight, a combination of insurance sales, seminars, hourly billing, and sub‑adviser selection that the firm discloses as potential sources of conflict and oversight responsibility.