– GH Private Wealth Management –
WEALTH
YOU OWE IT TO YOURSELF,
YOUR CHILDREN
& THEIR CHILDREn,TOO!
Our financial planning services may include:
· Recommendations for portfolio optimization
· Advice on existing or potential investment products
· Account re-balancing
· Education Funding
· Estate Planning Recommendations
· Retirement Planning
· Wealth Transfer Strategies
- W.E.B. Dubois
- Henry David Thoreau
- PRINCE
Our expertise encompasses key aspects of financial planning and investment advice. As an independent fiduciary we act as advocates for our clients offering objective advice minimizing conflicts of interest inherent to commission-based recommendations.
This service provides an on-going analysis of the client’s current investment portfolio, including recommendations for adjustments. Portfolio monitoring services are only provided for assets/accounts for which GH, PWM is not listed as the investment advisor.
205 N. Michigan Ave. Ste. 810
Chicago, IL 60601
Monday – Saturday | 6am – 8pm
888.399.2049
gary@ghpwm.com