The principals at GP Wealth are former advisors, and it shows. They’re great at walking the walk, not just talking the talk. I appreciate that everyone in the company is customer-focused and has an entrepreneurial mindset. They always make an effort to provide me with the best service possible. It’s been a pleasure to work with such a focused and capable team.

In the financial planning field, you can’t rest on your laurels. It’s important to be on the ball and always looking for better alternatives. GP Wealth has an advisor committee through which we, as advisors, have a say in how the firm is run. The atmosphere is inclusive and collaborative – it’s nice to be part of an organization that listens and responds.

I received fantastic support from GP Wealth’s transition team when I moved my book over. They were fully involved in all aspects of the process — from document preparation, to follow-ups, to reconciliation of the “before” and “after” picture. Within 6 weeks, the transition was complete to the total satisfaction of my clients and me.