Who We Are
Our Services
GP Wealth offers a comprehensive lineup of wealth management services and products, along with a full suite of estate planning and personal banking services. For advisors, client satisfaction is paramount, and we ensure you have all the options you need to secure, retain and grow your clients’ accounts.
We invite you to learn more about how our services can help you build your business.
Wealth Management Services
GP Wealth’s proprietary wealth-management service includes Signature Service Accounts, our premium line of fee-for-service accounts.
Signature Service Accounts provide a powerful competitive advantage by allowing you to deliver a broad range of investment products and services with flexible pricing. Our fee-for-service platform simplifies account management, creates fee transparency and gives you a clear edge when you’re competing for high-end clientele.
Start leveraging your full range of knowledge and expertise – and be rewarded for the value you deliver.
Estate planning Services
Estate planning is an integral part of a sound financial plan. As an independent advisor partnered with GP Wealth, you'll have access to a full suite of life insurance and living benefits products through our insurance company partners.
We're committed to ensuring you have the right product choice and unmatched product support for all of your clients' needs.
Banking Services
GP Wealth advisors are equipped to offer a unique financial services experience — one that combines personal advice with the benefits of full banking solutions.
Our competitive suite of banking services ranges from high-interest savings accounts and GICs to credit lines and mortgages.
You'll reap the rewards of managing every aspect of your clients' financial affairs. At GP Wealth, you've got your clients covered.
Are you looking for a partner dedicated to helping you succeed?
Contact Me Today!
1.800.608.7707
PETER EVENSON
VP Business Development
Succession Planning for Financial Advisors
Learn How to Maximize
the Value of Your Practice
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
