A complete list of active advisors currently associated with GK Private Wealth Partners LLC

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

GK Private Wealth Partners is a fee-only independent registered investment adviser managing roughly $17 million for about 44 clients. The firm provides discretionary investment management, ongoing and project-based financial planning, and retirement plan consulting for individuals (including high-net-worth clients) and employer-sponsored plans. The firm develops individualized investment policies and asset-allocation targets and implements portfolios using a mix of stocks, bonds, mutual funds, and ETFs, sometimes employing third‑party outside managers; accounts are reviewed periodically and the adviser generally has discretionary trading authority. Financial planning covers a broad range of topics — cash flow, retirement projections, estate considerations, insurance, and tax-related issues — and the firm coordinates with outside professionals when appropriate. Notably, the firm offers retirement plan consulting to plan sponsors — including investment policy development, fee analysis, vendor searches, and participant education — and acts in a fiduciary capacity for plan clients under ERISA, a service less common among peers of similar size. The firm’s principal holds CFP® and AICPA Personal Financial Specialist credentials and maintains ongoing accounting practice experience, a combination that informs its plan consulting and tax-aware planning work.

To learn more about the advisors currently working at GK Private Wealth Partners 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.