GCD offers a customized approach to investing, incorporating our tax and financial planning expertise with our clients' needs, wishes and risk tolerance.
As a registered investment advisor (RIA), we are independent and recommend investment strategies tailored to helping our clients in the most suitable manner.
Clients that work with our Assetmark platform can get answers to many of the commonly asked questions about this process.
After an introductory meeting with GCD, many prospects want to go back to our presentation and maybe even review it again with their spouse.
With many of the major brokerage firms promoting the lowest fee investing, it is important for prospects and clients to understand the true value of paying a fee that will best help them to achieve their goals.