GB Financial Wealth Management & Trust Services offers a broad range of investment management services for a broad range of clientele. Our experience, integrity and expertise combined with the personal service you deserve allows us to provide you the financial stability you need to relax and enjoy life. Whether it is preserving, managing or growing your personal wealth, our team can provide you with a customized solution for your future.

Investment Management Services:

• Equity Portfolios
• Taxable & Non-Taxable Fixed Income Components
• Bond & CD Ladders
• Non-Profit Organizations & Foundations
  

Retirement Planning Services:

• Traditional & Roth IRAs
• Rollover IRAs
• Simplified Employee Benefit Plans (SEPs)
• Corporate Retirement Plans

Trust & Estate Services:

• Living Trusts
• Testamentary Trusts
• Special Needs Trusts
• Life Insurance Trusts
• Estate Settlement

Family Office Services:

• Wealth Management Services
• Financial Planning