The better we know you, the more value we can provide. We don’t stop at standard discussions about your financial goals and investments. We incorporate the science of stress and decisions along with our life event experience to help you lower your anxiety, evaluate more choices, feel confident in your decisions, and ENJOY what you’ve worked so hard to build.

Matthew Geller President & Co-Founder

Say Hello To Your Team

First off: with GV, you don’t just work with one advisor – you get a whole team. After all, it takes a great deal of experience to deliver Behavioral Wealth Management. But it’s also about our service philosophy: our entire culture is built around teams. We believe letting people do the work they love and were trained to do helps us raise the bar even higher – to provide the level of knowledge, specialization, expertise, service and responsiveness you deserve.

Our Process

We Meet You Where You Are

We Meet You Where You Are

During a Life Event

During a Life Event

During Normal Life

During Normal Life

When your mind is churning over a major life decision, we’ll jump right to your quality-of-life and financial questions related to the event. What are your major worries? What uncertainties give you pause? How does your decision affect important people in your life?

If you’ve joined us during everyday life, there’s probably a reason — a looming birthday, a friend’s retirement, or perhaps you (deservedly!) want more from your wealth manager. Whatever the reason, we’ll talk through your top priorities so we can address them early on.

Got Stress? We’ve Got Your Back

Got Stress? We’ve Got Your Back

Whether you’re feeling stress or euphoria over your impending decision, it’s common to feel anxious about what’s next in your life. And we’ve found that people often resort to thinking more about money than quality-of-life. Our goal: help you feel calmer and more centered. We also help you expand your thinking, uncover possibilities, and explore the emotions associated with your choices.

As we work together, clients often mention financial concerns or worries. In our experience, these stressors often stem from misperceptions about the meaning of money, learned money messages, or a specific definition of wealth. Our goal: give you more confidence and control by highlighting the emotions and behaviors that cause your stress. We also work with you to identify priorities, values and goals that frame your decisions.

Let's Do Some Modeling

Let's Do Some Modeling

It’s time for numbers: we build and walk you through contextual models to guide your decision now. The models are designed to help you understand the likely financial impact of the choices you’re considering. Components include tax planning, cash flow analysis, income requirements and risk analysis.

Now we’ll build cash flow models, balance sheets, risk analyses and investment plans to address your top priorities. Focused on retirement? We’ll help you understand the costs and benefits of different scenarios. Need an estate plan? We can show you how your money could be distributed and discuss pros & cons of trusts versus bequests.

Bringing It All Together

Bringing It All Together

If you’ve read about our experience in stress & decisions and life events, it all comes together now. We’re here to help you broaden your thinking, consider more than money, and help you feel confident that you’re making the right decision for you and the people you love.

Ultimately, our goal is to help you use your wealth to live your best life. So – as you’re willing – we’ll encourage you to check out our fun, interactive workshops that just may help you get to know yourself, your goals and priorities even better. (Bring your family, too!)

Our Ongoing Relationship

Our Ongoing Relationship

Envisioning Your Life  

 

An online calculator can tell you how much money you need to retire. But what about today? How can you use your wealth to improve your life now and in the future? Over time, we’ll help spur your creativity and think about various goals – personal, family, financial, charitable, lifestyle – and how reaching them can enrich your life. Along the way, we may just help reframe your definition of wealth, find new ways to solve stressful problems (other than just writing a check!), and focus on what matters most to you.

What Matters Most  

 

Over time, we help you learn about yourself in fun, easy ways – games, group events, guided conversations, and meetings (or informal conversations) with your advisory team. We use these insights to help you deal with common concerns and major life decisions that can pop up along the way. For example:

  • What matters most: Life priorities, keys to a happy life
  • Complete view of wealth: Time, talents, network, wisdom, mind/body
  • Overcoming anxiety: Gratitude, confidence
  • The meaning of money
  • Making a difference

Custom Wealth Management  

 

Our goal is to help you USE your wealth to live the life you desire. That’s why we draw on your life goals, priorities, values and other insights as we help build and manage your financial wealth. Our services include:

  • Financial planning
  • Investment planning
  • Risk planning
  • Estate planning
  • Other custom services

Stressful Life Events

Not every life event is bad, but even positive changes can create stress. And if there’s one thing you’ve learned, it’s that change is inevitable. It’s not the end of the world, but there are often urgent decisions that may affect your future in significant ways. We’ve seen it before and have a tried-and-true process to help you reduce your stress and safely navigate whatever events life throws your way. We revisit the life event decision-making process steps, outline your options, and help you make the best decision for you.

Unlock Wealth From Your Business

If you want to gain liquidity and move toward financial independence, you may be thinking about selling your business. But did you know there are at least 6 alternatives that may be a better fit for your goals? Our Strategic Liquidity Services team specializes in guiding business owners through various options including ways to generate cash without giving up control.

Join Us

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.

Get In Touch

We’d love to hear from you! Call us now or send us a message – we’ll respond shortly.

770-295-5600