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We help successful families use their wealth to create the life they desire, enhance the lives of the people they care about, and establish a living legacy that represents their passions and values.

The Essence of GV


Along with being published locally and nationally, members of our firm continue to write articles to help you better understand topics within the financial industry. They have written about various issues in the market and other relevant topics that affect your wealth. Check back regularly for additional articles.

Purposeful Exit Planning: Plan Now for a Successful Sale

Enjoy Running Your Business More Today and Remain Satisfied Long After the Sale. Click Here

Ten Steps to Calming Down in a Down Market

Gain Perspective and Reduce Anxiety Over Market Volatility. Click Here

The Kids Aren't Alright

Wealth Management for Families in a Culture of Affluenza. Click Here

What Cows Can Teach Us About Financial Strategy

An udderly moo-ving tale of cows, cash and counter-intuitive investing. Click Here

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