“We succeed when we help our clients imagine, create, and live extraordinary lives.”
David Geller, CEO & CO-FOUNDER
WELCOME TO A NEW ERA
GOING FAR BEYOND FINANCE
When it comes to money and decisions under stress, we humans aren’t always rational. That’s why Behavioral Wealth Management goes far beyond finance to incorporate new expertise in the biology of stress & decisions, the complexities of major life events, and our passion for the human factor. Because a traditional financial plan by itself isn’t enough for this new era.
When wealth advisors look and sound the same, how do you choose? A coin flip? Pick your neighbor? Why leave such an important decision to chance? Instead, join us at an upcoming workshop. Hear recent research, discover new insights, and experience GV’s transparency and expertise firsthand.
Do you look around and think, "I should be happier than I am?" Do you try to quiet that nagging feeling that you should be getting more from life? Join us for an interactive exercise to recapture your exhilaration, your fun, your FLOW.