GP Wealth offers a comprehensive lineup of wealth management services and products, along with a full suite of estate planning and personal banking services. For advisors, client satisfaction is paramount, and we ensure you have all the options you need to secure, retain and grow your clients’ accounts.
We invite you to learn more about how our services can help you build your business.
Peter Evenson
VP Business Development
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
