Goss Wealth Management
Finance · Louisiana, United States · 1-10 Employees
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Overview
Headquarters
858 Camp St, New Orleans, Louisiana, 701...Phone Number
(504) 609-3694Website
www.gosswealthmanagement.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Goss Wealth Management
Goss Wealth Management offers comprehensive financial advisory services, acting as a family CFO to address clients' financial questions and concerns. They specialize in multi-generational financial planning, investment management, retirement planning, estate planning, and education planning. The firm aims to provide clarity, confidence, and guidance in wealth stewardship for families across generations. Their approach includes the development of tailored investment portfolios monitored by a dedicated team, ensuring alignment with clients' financial objectives.Explore more
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Goss Wealth Management News & Media
Goss Advisors Wraps Up First Half of 2021 With Momentous Growth
NEW ORLEANS--(BUSINESS WIRE)--GWM Advisors LLC (“Goss Advisors”), a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, marked its most successful recruitment quarters in its history, adding 14 new advisors across seven new advisor teams in the first six months of 2021. The significant growth has allowed the firm to reach new markets in seven different states and added six new branch office locations, including its first location in Ohio. Momentum is eEdgeCo Holdings Announces Agreement with Goss Advisors
PITTSBURGH & NEW ORLEANS--(BUSINESS WIRE)--EdgeCo Holdings, L.P. (“EdgeCo”) announced today it has entered into a definitive agreement with GWM Advisors LLC (“Goss Advisors”). Goss Advisors, a leading New Orleans-based RIA supporting independent financial advisors nationwide, will join EdgeCo’s wealth division, which includes the wealth management operations of Mid Atlantic Capital Group, Inc. (“Mid Atlantic”). The transaction is expected to close prior to the end of the year, subject to custom
Read more news
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Goss Wealth Management offers comprehensive financial advisory services, acting as a family CFO to address clients' financial questions and concerns. They specialize in multi-generational financial planning, investment management, retirement planning, estate planning, and education planning. The firm aims to provide clarity, confidence, and guidanc... Read More
