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

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

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.

To learn more about the advisors currently working at GTG 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.