Wealth Management encompasses the use of our investment advisory and estate planning services for more complex estate planning and business planning.
We take a multi-faceted, customized approach to Wealth Management by offering solutions that are tailored to an individual’s goals and sensitivity to risk, allowing us to meet even the most comprehensive investment objectives.
Because GLP Financial is Independent, you can be certain that our advisors are not beholden to any particular financial products. We have the ultimate freedom to select only the highest-quality and best-performing financial products that suit the goals of our clients.
Whether you’re seeking a single financial outcome or a comprehensive financial plan, our advisors are looking forward to helping you construct a portfolio that’s customized to your objectives.
INDIVIDUAL INVESTMENT PLANNING SOLUTIONS
Estate Planning
Wealth Transfer
Executive Fringe Benefits Plans
Buy and Sell Plans
403(b), 457 and 401(k) retirement plans
IRAs and Roth IRAs
Equities
Fixed-Income Investments
INDIVIDUAL INVESTMENT PLANNING SERVICES
- Assessment and interpretation of client needs, goals, resources and investment choices.
- Open-architecture investment platform.
- Proactive selecting, vetting, and ongoing management of investment managers
- Diversification and asset allocation strategies1.
- Ongoing portfolio monitoring and rebalancing2.
- Online account access3.
- Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.
- Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.
- Securities offered through GLP Investment Services, LLC, member FINRA/SIPC. Advisory services offered through Asset Allocation Strategies, LLC. GLP & Associates, Inc. is the parent of both entities.
