GCG谘詢合作夥伴

2023年1月10日

分享這篇文章提供的新聞分享這篇文章夏洛特北卡羅來納州2023年1月10日,GCG從谘詢合作夥伴是一個國家金融服務平台,提供混合投資顧問服務,並提供資本,收購/繼承策略,以及強大的技術平台為其顧問合作。GCG一流的中產和後台支持允許其合作顧問專注於增長和價值創造為他們和他們的客戶。這種擴張,GCG谘詢合作夥伴,同時也是在伍德伯裏金融顧問集團的傘下,已經能夠提供流暢,更少的壓力轉換到美國在證券的新合作夥伴。美國兩個證券收購包括約4億美元的客戶資產管理。格雷格財富,從3 g金融總部位於密歇根州和佛羅裏達州南部有與GCG利用其“貨幣化”和成長的平台。以及萊斯傑克遜位於芝加哥市區與GCG谘詢合作夥伴利用公司的資源和繼任計劃和實施經驗。總裁Joel伯& GCGAP管理合夥人說,“我們非常興奮的工作與我們的新合作夥伴萊斯和格雷格。顧問集團取得了巨大資源的知識和支持我們的工作與最好的合作在我們的行業。我們相信我們有能力幫助規模,增加總實踐價值和繼任計劃將繼續產生共鳴的當前和未來的合作夥伴。 Coming off challenging market conditions in 2022 that raised many doubts across the industry, I believe both our Acquisition platform and our Hybrid Services platform remain well poised at an important time to grow with purpose and momentum. Moving Forward, culture, strong management, and committed capital partners will be crucial to thrive in the M&A environment which I can proudly say, we have all three at GCG." Todd Fulks, SVP of Succession and Acquisition at Advisor Group commented, "We're happy to help our financial professionals grow by acquisition and also help those who are looking for a succession plan to do so on their accord." About GCG Advisory Partners GCG Advisory Partners is GCG Wealth Managements' acquisition and succession planning platform. GCG Advisory Partners helps facilitate succession and acquisition planning for advisors through attractive buy outs, maintaining the profitability of the practice and retaining the advisor over an agreed upon transition period. Additionally, GCGAP offers a support system and team environment to reduce advisors' operational headaches. With 9 office hub locations throughout the Southeast, the firms' advisors serve individual clients and small business owners throughout the country. For more information about GCG Advisory Partners or to value your practice, please visit www.GCGAP.com . Media Contact: