Finance

GCG Advisory Partners acquires Branstrom Financial as GCG expands into the Blue Ridge Mountains through succession planning

Morganton, North CarolinaAnd January 12 2022 /PRNewswire/ – GCG Wealth Management, an independent regional financial services firm that manages more than $1.5 billion of total client assets under management and provides acquisition, succession and liquidity deals to advisors who need support to prepare for retirement while continuing to work with their clients. GCG Wealth Management announced that 46 years of experience in financial services, John Branstrom It has partnered to continue the legacy of Branstrom Financial, launching its second Blue Ridge Mountain office.

GCG Consulting Partners is the acquisition and succession planning platform for GCG Wealth Management. GCG is a regional financial services firm that manages total client assets under management in excess of $1.5 billion and provides capital and acquisition/succession strategies and a robust technology platform for its partner advisors.

GCG Wealth Management and its holding company, GCG Advisory Partners, are excited to start the new year with their first of many acquisitions and succession partnerships. GCG is looking to raise significant capital in 2022 through advisory acquisitions and/or multi-year sale and stay plans where advisors can monetize their business today while remaining in the advisor seat for years to come.

“This expansion has been a natural progression for the partners of GCG Consulting Group. We are excited to present Morganton Society What is our partnership with the local consultant John Branstrom will mean to them. John’s character and dedication to serving his community are aligned with the presence and reputation of what we want to continue to build across Carolina. We are fortunate to be able to benefit from his planning expertise.” He says, Joel Boris, President of GCG Wealth Management and Advisory Partners.

“GCG provides me with the service model and options needed in the ever-changing financial services market. Joel and his team bring a breath of fresh air to the practice of Branstrom Financial. I can’t wait to get started.” John says.

GCG Wealth Management & Advisory Partners is committed to serving its financial advisors by offering advanced investment research, financial planning and portfolio analytics software, as well as comprehensive wealth planning tools. Branstrom’s financial office will remain in the same location it has been for the past 20 years, in the city center Morgantonlocated at 225 W Union Street.

About GCG Advisory Partners
GCG Consulting Partners is the acquisition and succession planning platform for GCG Wealth Management. GCG is a regional financial services company that manages total client assets under management of more than $1.5 billion It provides capital and acquisition/succession strategies and a robust technology platform for its partner advisors. In addition, GCGAP provides a support system and team environment to reduce operational headaches for advisors. With 9 office center locations throughout the Southeast, Corporate Consultants serves individual clients and small business owners across the country. For more information about GCG Consulting Partners or to appreciate your practice, please visit www.GCGAP.com.

Securities and investment advisory services provided through FINRA/SIPC, a member of Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. The other entities and/or marketing names, products or services referenced herein are separately owned and are independent of Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. does not provide Neither its registered representatives nor its tax employees or legal advice.

Media connection
svazquez@gcgwm.com
704-688-0653

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View original content for multimedia download: https://www.prnewswire.com/news-releases/gcg-advisory-partners-acquires-branstrom-financial-as-gcg-expands-into-the-blue-ridge-mountains-through -Caliphate Planning- 301459209.html

SOURCE GCG Wealth Management

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