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At GC Wealth Advisors, success begins with our proven process. 

 

• Discovery.

     Get to know your wealth team and make sure we are a good           fit for your needs.

 

• Cultivate our relationship. 

     We want to learn more about you, your financial dreams, and         your biggest goals.

 

• Create your plan. 

     We will draft your initial plan and present it for review.

 

• Set it in motion.  

     We’ll open new accounts, schedule meetings with your trusted       advisors, and rebalance investments as needed.

 

• Check your accounts 24/7. 

     Set up online access to your accounts.

 

• Stay connected! 

     Let’s meet annually, quarterly, or semi-annually and, as your             situation evolves, we’ll make course corrections as needed.