The GTC Group
Teamwork and collaboration are at the heart of our culture. We combine the diverse talents and resources of our large, experienced team as we work together to create informed strategies to help you achieve your goals. As part of our commitment to personalized attention, our Financial Advisors are supported by a professional team of experienced Client Associates who are all committed to providing first class, attentive, high-touch service.
We work with uniquely successful, busy individuals and families who are concerned with preserving, growing and transferring their wealth to future generations. With offices strategically located in New York and New Jersey, we pledge to remain a constant in your life. The tailored strategies we provide extend beyond wealth management to virtually every aspect of your financial life—from investments and home financing to estate planning services and life insurance to philanthropic desires.
Our commitment is not only to address your current needs, but also to anticipate and serve the financial needs of multiple generations of your family for many years to come. We believe that our teamwork and dedicated work ethic are just two of the many reasons that clients and their families have remained with us for more than two decades.
NMLS ID 579717
Our core business is helping you manage your financial life. We pride ourselves on being thoughtful listeners and it's our relationship with you that serves as a foundation for that business.
We believe that the best roads are built with a destination in mind. One of the most rewarding parts of our job is getting to know you and your family to help you establish your goals and define your financial objectives. It takes a meaningful dialogue, not just a series of check boxes, to develop individualized and efficient strategies.
Beyond wealth and asset management, our goal is to help you make better, more informed decisions on a broader financial scale. From investments and home equity to credit and lending, from estate planning services and charitable giving strategies to services for your business, we'll look at the big picture and help bring all of the pieces of your financial live together. By coordinating with your other professional advisors—from accountants to attorneys to estate planners—the complex decision-making process needed to help achieve your goals can be made more efficient and simplified.
NMLS ID 579717
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
