GFG Solutions - Investment Advisers

About GFG Solutions

GFG Wealth, LLC, which operates under the name GFG Solutions, is an investment adviser headquartered in Orlando, Florida. It is one of the investment advisers in Florida in the directory, and it reports $306.64 million in regulatory assets under management and 18 employees. The firm offers business consulting in risk management, tax strategy, growth and strategy planning, and succession and exit planning. Its wealth management services include customized portfolio design, tax optimization, market guidance, and access to alternative investments such as private credit, private equity, and venture capital. The firm's work centers on business owners, including established owners, founders managing rapid growth, and executives focused on profitability. Its materials also describe financial planning for individuals and families. New clients begin with an introductory call to determine whether the firm can help. A discovery call follows, then a presentation of strategic proposals, and then an engagement only if both sides see a mutual fit. The firm also publishes a blog on strategy, leadership, and tax topics. For comparison with other firms, see the directory of US investment advisers.

Key Facts

Assets Under Management

$306.64M

Employees

18

SEC File Number

801-130954