We serve a wide variety of clients. How can we help you today?

Working with You

An integrated approach to meeting your needs

GCG’s wealth management practice is committed to helping you and your family reach your financial destination through an integrated approach to managing your wealth. Our team of advisors takes a highly personalized approach to understanding your goals, values and priorities. As part of our discovery process, we also conduct a detailed assessment of your financial situation and tolerance for risk.

Our discovery process supports the development of a financial plan, a customized investment strategy and risk management program for you so that you can achieve what matters most in your life on your desired timetable.

We work with an array of clients:

  • Executives and professionals, many of whom have high incomes and complex compensation packages
  • Physicians, who are in various stages of their career and benefit from working with advisors who understand their unique financial needs as their careers evolve
  • Businesses and their owners, who have important decisions to make about growing their business, providing employee benefits, and retaining key executives
  • Individuals and families, who are charting a course to achieve a comfortable retirement and achieving what’s most important to them in their lives

What our clients all have in common is a desire to work with a trusted financial advisor to help them make good decisions so that they live the life they envision.

Contact us today to start a conversation with a GCG advisor about your goals and financial future.

Businesses and Owners

We are focused on helping you grow and protect your business

Your organization and its needs are unique. So are our solutions. Our Wealth Management team works with leaders like you to develop financial strategies that are built for you, your business, and your employees.

We use a client-centered implementation model to gain a thorough understanding of your organization. This empowers us to work as your personal advocate by customizing a sustainable long-term financial strategy while you focus on what’s most important: running your business.

We offer solutions for your business and team

Retirement Plans

Executive Wealth Management

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Executive Compensation

Employee Financial Education

Business Succession

Company-sponsored retirement plans. We can act as a fiduciary based on your firm’s needs. Our offering includes employee education that helps improve employee outcomes. Learn more.

Executive compensation. We help you design programs for top executives and employees including deferred compensation programs and expanded 401(k) limits. Learn more.

Insurance planning for your company and key personnel. We help you determine whether your coverage aligns with your business objectives. Learn more.

Business succession/Buy-Sell review. We can help you determine whether you have adequate insurance funding for buy-sell agreements. Learn more.

Executive Wealth Management. We provide a highly personalized approach to managing wealth. Learn more.

Contact us today to start a conversation with a GCG advisor about your goals and financial future.

Physicians

As a physician, you want to be in control of your finances. We know that you have a unique set of circumstances, goals and objectives.

Our advisors and specialists look forward to providing you with customized strategies that are directed toward the creation and maintenance of your personal and family wealth.

No matter your location, our advisors have the network and resources available to deliver a superior service experience supported by a customized plan of communication.

Our financial strategies are built for you to:
• Protect your family from life’s unexpected twists and turns
• Prepare for your future while enjoying your life today
• Enjoy a comfortable retirement when you’re ready

Financial Products and Services

Physicians are afforded a unique opportunity in life.

With intelligent preparation, we can help you enjoy both a very comfortable lifestyle and true financial security.

Using GCG’s Implementation Model, our advisors will help match your needs with high quality financial products, services and strategies.

Financial
  • Financial Needs Analysis
  • Retirement Funding
  • Strategies
  • College Funding Strategies
  • Estate Conservation
  • Strategies
  • Investment Advisory Services
  • Brokerage Services
Investment*
  • Managed Accounts
  • Brokerage Accounts
  • Mutual Funds
  • Annuities
  • Portfolio Selection
Employee Benefits
  • Group Medical Insurance
  • Group Dental Insurance
  • Group Life Insurance
  • Group Vision Insurance
  • Group Long Term Disability
Insurance and Risk Management
  • Group Medical Insurance
  • Group Dental Insurance
  • Group Life Insurance
  • Group Vision Insurance
  • Group Long Term Disability
Retirement
  • Group Medical Insurance
  • Group Dental Insurance
  • Group Life Insurance
  • Group Vision Insurance
  • Group Long Term Disability
* Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. GCG Financial, LLC, Alera Group, Inc. and Alera Investment Advisors, LLC are not affiliated with Triad Advisors, LLC.

Wealth Management for Physicians

When appropriate, our team of experienced financial advisors offer a fee-based financial plan that will help prioritize your goals and provide a road map so you’re able to work toward each one as the resources to do so become available.

Your financial well-being is our concern. A thorough understanding of your current financial situation will ensure that your GCG advisor makes the recommendations that work for you.

Brian Carlson, CFP®, CLU®
Vice President, Wealth Management
brian.carlson@gcgfinancial.com
(847) 457-3181

Clay P. Hessel, RHU®
Vice President, Wealth Management
clay.hessel@gcgfinancial.com
(847) 457-3035

Duane Stevens, CFP®,CLU®, ChFC®, CLTC, CFS
Vice President, Wealth Management
duane.stevens@gcgfinancial.com
(847) 457-3159

Michael Marino
Wealth Management Advisor
michael.marino@gcgfinancial.com
(847) 457-3237

Mollie Savage
Wealth Management Advisor
mollie.savage@gcgfinancial.com
(303) 220-3222

Brandon Clouse
Senior Wealth Management Advisor
brandon.clouse@gcgfinancial.com
(847) 457-3183

Solutions for Executives

Our wealth management team uses a client-centered implementation model to gain a thorough understanding of your organization. We can work as your personal advocate by customizing a sustainable long-term financial strategy while you focus on what’s most important: running your business!

We position executives for future success through our assistance with the following:

Key Person Insurance
We ensure continuity for employees, customers, and creditors by securing life insurance on the person(s) key to the success of your business.

Executive Compensation
We work to develop impressive rewards packages for top employees as a retention strategy with offerings, such as deferred compensation, adjusted 401(k) contribution limits, and financial contributions.

Buy-Sell Review
Our specialists can examine your buy-sell contract to ensure you have adequate insurance funding the agreement.

Insurance Policy Audit
An advisor will review your existing corporate-owned life insurance policies to ensure the coverage still aligns with your business objectives.

401(k)
A 401(k) advisor can add value to your organization by reducing your liability and costs and improving employee outcomes, while also acting in a fiduciary capacity.

Executive Wealth Management
We help business owners and executives achieve their financial goals through a personalized approach to managing their portfolio, tailored to their specific needs.

Contact us today to start a conversation with a GCG advisor about your goals and financial future.

Wealth Management for Professionals

GCG’s client-centered approach is what allows our wealth management team to provide a customized financial plan for you. As a professional in your field, you have unique needs and goals, now and for the future.

Our care and attention to detail ensures that our recommendations will help you reach your goals. Whether you are challenged with school debt, limited free time, prioritizing savings, and/or minimizing financial risk, we regularly review your plan so you can achieve financial success.

Professionals we advise include:

  • Attorneys
  • Accountants
  • Engineers
  • Information Technology (IT)
  • And more

Don’t settle. Start preparing now so you can live with true financial well-being. We look forward to meeting with you and providing you with customized strategies that work for you.

Contact us today to start a conversation with a GCG advisor about your goals and financial future.

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