Family-focused wealth management firm helping you make the right financial choices for today — and tomorrow.

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Our Mission

We’re a family-owned and operated company with more than 30 years of experience helping our neighbors secure their financial futures. And we have the time to sit down with each of them. We get to know them and understand what they want their lives to look like. And we give them so much more than a financial plan or investment strategy. We give them local, hometown service that’s second to none. We build relationships that last lifetimes.

We think big for our clients because that’s what they ask us to do. They ask us to use our knowledge and expertise to help them accumulate and grow their wealth and prepare for a secure financial future. And what could be bigger than that?

But thinking big doesn’t mean taking unnecessary risks. Not at all. Thinking big means always looking for new ways to grow wealth and protect families. Because the financial landscape is always changing and there are always new, exciting opportunities. And we don’t want to miss any of them.

We have the experience to think big.

At GFG, we’ve been in this business a long time — more than 30 years. Trust us, we’ve seen trends come and go. We’ve seen changes and innovation. We know this industry inside and out. What does that mean for our clients? It means we know how to explore and find new opportunities. It means we also know how to perfectly balance new opportunities with tried-and-true strategies to help our clients not just meet — but exceed — their financial goals.

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