GH Private Wealth Management, Inc. (GH, PWM) is a private, independent fee-based investment and wealth management firm serving individuals, business owners, executives and institutions. GH, PWM is a Registered Investment Advisor (RIA).
OUR MISSION
Our mission is to create a verifiable framework for our clients to improve the probability of their desired outcomes. To offer unbiased advice as a fiduciary and work in the best interest of our clients. To make available as many sources of wealth creation and sustainability as our expertise and institutional relationships can reasonably provide and support. Finally, to educate our clients enabling them to invest with confidence.
OUR INVESTMENT PHILOSOPHY
When JP. Morgan was asked what will the Market Do? He answered, “It will fluctuate.”
Accordingly, we believe markets fluctuate and are unpredictable however, they have rewarded investors over time. We therefore, believe in maintaining a long-term investment horizon and global market coverage. We focus on the factors of the investment process that can be controlled such as, diversifying broadly, reducing expenses and turnover and minimizing taxes.
We believe in data driven investment decision making. We believe in math not magic, research and reality not hype and hearsay, market wisdom not market wizards.
OUR PEOPLE
Gary ALLEN Harris
CEO
Gary Harris is an Investment Advisor Representative (IAR) and CEO of GH Private Wealth Management, Inc. Harris is also the creator of “Cycle Systems”, a wealth management system his firm owns and markets exclusively.
An esteemed wealth and investment manager with more than 25 years of experience, Harris has also given financial talks at the Black Women’s Expo, The National Association of Realtors and as a financial correspondent on the Jerry Rose Television Show.
For over 20 years Harris held five national Financial Industry Regulatory Authority (FINRA) licenses including Series 6,7,63,65 and 24 before letting them go to focus purely on his role as a fiduciary. He is also licensed to broker insurance. Harris previously worked as an Arbitrageur for the Strategic Opportunities Hedge Fund and was also a Proprietary Trader for a Chicago-based brokerage firm.
Walter R. Dale, LLM, JD, CPA, MBA, BS
General Counsel
Walter R. Dale received his undergraduate degree in finance and economics from the University of Illinois at Urbana and holds an MBA from Governor’s State University. He received his JD from the Illinois Institute of Technology Chicago Kent College of Law and Master of Law in Taxation from John Marshall Law School. Walter also holds a CPA certificate.
His work experience includes serving as a budget officer in the USAF, loan officer with the Small Business Administration, commercial loan officer with Chicago City Bank, internal auditor at Jackson Park Hospital, IRS agent (business audits & organized crime), professor of accounting and finance at Chicago State University, professor of entertainment law business law and ethics at Columbia College Chicago, and professor of business law and business ethics at Colorado Technical University Online. Walter is currently General Counsel for the G H Private Wealth Management, Inc.
The areas of law that Walter currently practices are: Real Estate, Corporate Law, Taxation, Probate, Bankruptcy, and Intellectual Property.
Walter is licensed to practice in Illinois Courts, Federal District Court and Federal Tax Court.
Walter has been a member of the board of directors of three 501(C3) non-profits:
- Real Men Charities, Inc. (community-based health & wellness organization)
- Black Entertainment and Sports Lawyers Association (continuing legal education organization)
- Quality Research Services Foundation (community-based health education organization)
STEVEN L. SMITH, BSC, MSMC
Vice President of Sales
Steven L. Smith is a highly experienced professional with over 20 years of marketing, sales and management experience in various industries. Mr. Smith has received his Bachelor of Science Degree in Management from DePaul University and a Master’s of Science Degree in Marketing and Communication from Illinois Institute of Technology. Steven has worked for organizations such as The United States Army, County Government, Education, Nonprofits, Financial Services, Insurance, Hospitality Industry, and several small business startups. He is currently the Vice President of Sales and Marketing for G H Private Wealth Mgt..