Wealth PartnersThe GC Group
Awards and Industry Recognition
Barron's
Forbes
Welcome
OUR MISSION
As a premier, full-service asset-liability advisory practice, we offer a wide range of wealth management strategies customized to each client's unique objectives. We draw from the depth of our institutional-caliber background to deliver investment opportunities not commonly available to individual investors.
OUR APPROACH
Through a consultative, team-based and long-term approach, we examine both sides of the balance sheet to gain an appreciation for the many aspects of your financial life. We see our role as that of an outsourced CFO to integrate the broader complement of your needs—sophisticated credit, preferred lending, wealth transfer and more.
OUR EXPERIENCE
All three founders of our group are in the J.P. Morgan Wealth Management Portfolio Manager program, enabling us to offer discretionary and active portfolio management. We have developed three investment strategies that help support capital preservation and income generation. The strategic application of these portfolios enables our group to provide consistency and sustainability to help you stay the course.
OUR TEAM
Our Wealth Partners bring a combined 80+ years of industry knowledge to offer a steady hand in the face of market volatility. The breadth of our differentiated backgrounds works on many levels to present you with seasoned guidance.
Bill Grous and Steven Grill have been named to Barron's 2020 list of Top 100 Financial Advisors. Alexander Christon was named Forbes NextGen Best-In- State Wealth Advisors in 2020, 2019 and 2018. These prestigious recognitions are reserved for industry professionals that pave the way in offering best-in-class practices and a quality experience.
Meet Our Team
Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:
- Enhance the diversification of your portfolio;
- Implement strategies which seek to enhance returns;
- And help you access a broader range of investment opportunities.
For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.
