Why Join GP Wealth
A Culture of Best Practices
We’re a service-oriented firm and our financial advisors are our top priority.
As your business partner, we provide a full range of financial planning services, delivered by knowledgeable, friendly staff. Through our senior management team — former advisors themselves — we offer consultative support to help you grow your practice.
And since our inception, we’ve been a technology leader, supplying you the top tools available to meet your clients’ needs.
At GP Wealth, our commitment to you is to always deliver the highest-quality services and support. To fulfill this promise, we continuously enhance our processes through ongoing improvements and internal training. By building a total financial services organization, we’re ensuring you’re able to stay focused and be the best advisor you can be.
Advisor Committee
Input from our advisors is crucial to our ability to continually improve our wealth management services and stay ahead of key industry trends. We meet regularly with our Advisor Committee to conduct status reviews, discuss ongoing issues and tackle new initiatives. These meetings are truly collaborative.
All aspects of our business and the dealer-advisor relationship are open for discussion, including back-office processes, compensation, compliance and technology. By working closely with our advisors on matters important to them, we’re ensuring that we are — and will always remain — a dealer genuinely focused on the needs of its advisors.
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.
