Are you looking to affiliate with an Independent RIA, Broker/Dealer, or Hybrid?
Looking for more resources and support? More income? More growth?
An approachable, scalable entity positioned for succession and to maximize value?
GCD Advisors is committed to providing outstanding services to our clients. The foundation of the work we do with and for our clients is our dedication to four core principles: wealth management excellence, tax proficiency, relationship-focused, and concierge responsiveness. Our services - wealth management, estate planning, financial planning, tax and business services designed to provide clients with a holistic experience, and risk management and insurances for individuals and businesses. We are equally energized working with like-minded advisors. Our affiliates want to maximize their efficiency with clients and business development and have the option to access expansive resources aligned with their ever-evolving needs.
If one of these resonates with you, or you appreciate elements within each profile, it’s because we know you and are driven toward the same things.
To learn more about partnering with GCD Advisors, contact Adam Schwartz
GCD Advisors has a long-standing, formidable brand reflecting highly personal, wealth management excellence. Our roots date back to 1965. Over the years we have seen extraordinary growth in the quality and quantity of client relationships. While our firm size and revenue have grown, our staffing needs have remained the same. We have the experience and structure to achieve amazing scale. Our expertise and joint vision forge our Comprehensive Service Model accompanied with helpful technology, and operational efficiency to scale your business. We have defined, fully-documented and time-tested processes that allow for repeatable workflows and consistent, predictable outcomes for you and your clients – if that is what YOU want.
As advisors, we are a full service firm. If you desire all our services, for a fully comprehensive experience, we will collaborate with you in the following areas as well:
Investment Package (priced based on AUM on GCD platform)
Operations Package (priced based on AUM on GCD platform)
Marketing Package (priced based on AUM on GCD platform)
Technology Package (each with separate cost)
Adam Schwartz, CFP®, NSSA®, Managing PartnerAdam has built and managed several highly successful businesses. He has worked with thousands of financial advisors to increase client value and profitability, develop investment management policy for critical asset allocation work, and advance high net-worth and advanced planning strategies with clients. As a wealth manager, he is passionate and adept at helping his clients prepare for and achieve their financial goals. He authored Guided Retirement Income Planning: Introduction to the GRIP Roadmap, a book which not only provides key areas of retirement readiness and income planning for the reader but a roadmap for a successful advisor-client retirement planning experience.
Greg Diamond, CPA, RFC®, PFS®, Managing PartnerGreg is a successful entrepreneur, wealth manager, and extremely proficient in operations integrating technology and process like few others. He has successfully integrated various aspects of technology and a high level of process into virtually all that happens at GCD. He created their proprietary Financial Life Planner (FLP), an advanced planning and cash flow model that rivals many of the commercially recognized planning software. With his proficiency in wealth management, extensive tax background, technology and operations, he has saved advisors and clients millions and returned priceless time to lead their lives as intended.
Neil Cohen, CPA, RFC®, PFS®, PartnerNeil is a highly respected senior wealth advisor who has helped clients transition through life’s events from marriage and family planning, divorce, career changes to retirement, and both legacy planning and implementation. His expertise culminates from practicing as a Certified Public Accounting since 1985 and providing individuals and businesses with financial advice since 2005. Known for the connections and relationships he builds with his clients and his proficiency with wealth and tax management, he has formed a unique niche in helping individuals through divorce. *Neil is not registered with Woodbury Financial Services, Inc.