Advisor Committee

Why Join GP Wealth

Advisor Committee

Input from our advisors is essential to our ability to continuously improve our wealth management services and stay on top of key industry trends. We meet regularly with our Advisor Committee to conduct status reviews, discuss ongoing issues and tackle new initiatives. These meetings are collaborative in the truest sense.

All aspects of our business and the dealer-advisor relationship are open for discussion, including back-office processes, compensation, compliance and technology. By working closely with our advisors on matters important to them, we’re ensuring that we are — and will always remain — a dealer genuinely focused on the needs of its advisors.

Learn more about joining GP Wealth

Call Me Today!
1.800.608.7707

Peter Evenson
VP Business Development

When I first considered moving my book to GP Wealth, I was concerned about the potential for disruption to my business. However, the GP Wealth transition team quickly allayed my concerns. They knew exactly what they were doing and were responsive to all my requests. The transition was handled extremely professionally and my practice has benefited ever since.
J. Gregory Goldsworthy
CFP
GP Wealth Management
I received fantastic support from GP Wealth's transition team when I moved my book over. They were fully involved in all aspects of the process — from document preparation, to follow-ups, to reconciliation of the "before" and "after" picture. Within 6 weeks, the transition was complete to the total satisfaction of my clients, and myself.
Peter Laba
Financial Advisor, Vice President
GP Wealth Management
The principals at GP Wealth are former advisors, and it shows, because they're great at walking the walk, not just talking the talk. I appreciate that everyone in the company is customer-focused and has an entrepreneurial mindset. They always make an effort to provide me with the best service possible. It's been a pleasure to work with such a focused and capable team.
Peter Buren
CFP
GP Wealth Management
GP Wealth has distanced itself from other dealers by the way it treats us as individuals. I don't feel like I'm just revenue to them, and they never try to influence where I place my clients' funds. To the contrary, I'm free to be the kind of advisor I want to be, and they look for ways to support me. Our relationship is a business partnership in the best sense of the term.
Roberto Montemurro
Financial Advisor
GP Wealth Management
In the financial planning field, you can't rest on your laurels. It's important to be on the ball and always looking for better alternatives. GP Wealth has an advisor committee through which we as advisors have a say in how the firm is run. The atmosphere is inclusive and collaborative – it's nice to be part of an organization that listens and responds.
Les Szilagyi
Financial Advisor
GP Wealth Management

Why Join GP Wealth

Advisor Committee

Call Me Today!1.800.608.7707

Call Me Today!
1.800.608.7707