Your True Wealth Solution

How do you define your wealth?

We have a very unique belief system about the meaning of true wealth.  True wealth means much more than having a large financial estate. We believe that wealth is measured by your relationship with family, occupation, recreation, and money. Over the past 20 years, we have found that having a healthy understanding of this can allow for greater fulfillment and happiness in life. We have devoted ourselves (our occupation) to helping our clients identify, manage, and protect their true wealth.

We believe that the most important work we do is helping our clients get their financial house in order, especially when faced with a major life transition. The most effective way we help you stay disciplined, focused, and on track to meet all of your goals is through our GGI Wealth FORMation Process™. This one-of-a-kind process is designed to uncover your full range of financial needs, from wealth creation to wealth protection to preparing and preserving your legacy – and connecting those needs with all aspects of your True Wealth.

In order to help you maximize your potential for success in all areas of your True Wealth, we take a disciplined, comprehensive approach. Our planning approach is a three stage process that leads us to your personalized True Wealth Plan. With the many demands on your time and the complexities of the financial decisions you face, it no longer makes sense to face life’s transitions without the kind of comprehensive wealth advisory approach we provide.

  • Process Driven Approach

    • Our distinct, comprehensive process helps us identify, understand, and create dynamic and flexible long-term wealth solutions for our clients.

  • Team of Experts

    • We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we collaborate with a team of experts, to determine the most beneficial course of action and strategy for all your wealth planning needs.

  • Managing the 3 Major Financial Risks

    • We help you plan for and control the 3 major risks investors must contend with:

      • Investment Risk – we focus on the right portfolio allocation for your needs, with a special emphasis on minimizing one of the greatest enemies to wealth – volatility.
      • Behavior Risk – we are committed to being your financial “conscience”, so you do not let your emotions compromise the integrity of your portfolio and financial future.
      • Longevity Risk – with many Americans now spending three or more decades in retirement, we help you plan for long, secure, comfortable retirement.


When you think about what you have achieved in life, one fact is illuminated: You and your wealth can do an enormous amount of good for many, many people – not just yourself and your family, but your community, even the world at large.

In the end, then, you have a responsibility to make smart decisions about your wealth so that it can do as much good as possible. You owe it to yourself and to the people and organizations you care most about to work with an independent Wealth Advisory form, like ours, who can help you do the job right.

“Being rich is having money; being wealthy is having time” – Henry Ward Beecher