GCG Wealth Management
Finance · North Carolina, United States · 51-200 Employees
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Overview
Headquarters
1415 Vantage Pk Dr 250, Charlotte, North...Phone Number
(407) 755-6400Website
www.gcgwm.comRevenue
$6.6 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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Jun
ZI Rank
1
2
2
2
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2
About GCG Wealth Management
GCG Wealth Management specializes in personalized financial services, including financial planning, retirement planning, estate planning, and risk management for ultra-high-net-worth clients. They provide customized strategies for wealth management, focusing on tax-efficient wealth transfer and comprehensive life insurance solutions. The firm also offers corporate and business solutions, assisting with succession planning and employee benefits. With a focus on building and maintaining long-term financial health, GCG aims to support clients through life's uncertainties.Explore more
GCG Wealth Management Org Chart
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Activity Insights
GCG Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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GCG Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GCG Wealth Management.
GCG Wealth Management financials insights
Gather financial insights about GCG Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
GCG Wealth Management Tech Stack
A closer look at the technologies used by GCG Wealth Management
Most Recent Scoops
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to financial reporting. The organization is currently evaluating InvoiceQuick.
Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to asset management. The organization is currently evaluating various vendors.
Asset Management, Financial Planning, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to data storage and management. These efforts are focused on client data safety.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Safety, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to workforce planning within three to six months. The organization is currently evaluating ADP Workforce Now. These efforts are focused on benefits and payroll.
Accounting, Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
Project
Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
GCG Wealth Management News & Media
GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo
CHARLOTTE, N.C., July 8, 2021 /PRNewswire/ -- GCG Wealth Management, an independent, regional financial services firm that manages total client assets of more than $1.5 billion and provides financial strategies for investment management, financial planning, retirement planning, estate and...Charlotte-based GCG Wealth Management prepping for more acquisitions, HQ move to South End
"We're not Pac-Man trying to eat every dot we see, but we have intentional growth plans," says Joel Burris, president and managing partner at GCG Wealth Management.GCG Wealth Management Announces Launch of GCG Advisory Partners and Completes its Acquisition of Cooper Investment Company
CHARLOTTE, N.C., May 20, 2021 /PRNewswire/ -- GCG Wealth Management, an independent, regional financial services firm that manages total client assets of more than $1.5 billion and provides financial strategies for investment management, financial planning, retirement planning, estate and...
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Frequently Asked Questions Regarding GCG Wealth Management
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GCG Wealth Management specializes in personalized financial services, including financial planning, retirement planning, estate planning, and risk management for ultra-high-net-worth clients. They provide customized strategies for wealth management, focusing on tax-efficient wealth transfer and comprehensive life insurance solutions. The firm also... Read More
