GTG Wealth Management, LLC
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About
GTG Wealth Management provides fee-based wealth counseling and consultation services to a range of clients including individuals, retirement plans, trusts, charitable organizations and businesses, and reports serving 564 clients in total. The firm delivers project-based and hourly planning, portfolio reviews and education workshops rather than acting as a discretionary portfolio manager or custodian for client assets.
The adviser-client relationship is built around a data‑gathering interview and tailored written recommendations that draw on fundamental, technical, charting and cyclical analysis and reference modern portfolio theory concepts where appropriate. For clients who want discretionary management, the firm typically recommends unaffiliated independent managers or wrap programs and receives referral-based compensation for those placements while remaining available for consultation.
Compared with many supported firms, GTG operates with a notably high client-to-advisor ratio (well over 200 clients per advisor) and does not provide ongoing portfolio management or charge percentage-of-assets fees, relying instead on hourly, fixed‑fee and referral compensation models. The firm is also affiliated with a small insurance agency and has an adviser licensed to sell insurance and annuities (conducting that activity on a disclosed commission basis), which the brochure identifies as a potential conflict that is disclosed to clients.
Client services
Expertise
Fee options
Fixed-rate project fees based on proposed project hours, using $150/hour as guide
Commission-based compensation from insurance product sales by Timothy Gambatese, a licensed insurance agent
$150 per hour for Wealth Counseling and Consultation Services
Fee-only: Hourly fee of $150 per hour; fixed fees based on project scope using hourly rate as guide
Main office
12970 West Bluemound Road, Suite 105
Elm Grove WI 53122
Advisors at this office
2
Most active in
Illinois · Iowa · Wisconsin
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting 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.
Forms ADV
Advisors at this firm
Gerald G
Series 63, Series 65
Elm Grove, WI
GTG Wealth Management, LLC
Gerald Gambatese is a financial advisor with GTG Wealth Management, LLC in Elm Grove, WI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with GTG Wealth Management since 2003. He is also a 1% owner of Family Life Financial Services of Wisconsin, LLC, which operates in the same office as GTG Wealth Management. GTG Wealth Management provides fee-based wealth counseling and consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on individualized, non-discretionary services delivered primarily on an hourly or fixed-fee basis, with referrals to independent managers for active investment management.
Timothy G
Series 63, Series 65
Elm Grove, WI
GTG Wealth Management, LLC
Timothy Gambatese is a financial advisor at GTG Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities and Anchor Sage Advisors. In addition to his advisory role, he is a licensed insurance agent involved in the sale of various insurance products. GTG Wealth Management provides fee-based wealth counseling and consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on individualized, non-discretionary advisory services primarily delivered on an hourly or fixed-fee basis and may refer clients to independent managers for active investment management.
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