At the GD Group, you are our priority. Your needs fuel our hard work, and your ambitions animate our pursuit of excellence.

We know your time is precious. Here are a few of the ways we differentiate our approach:

• Depth of experience. Our co-founders, Cory Goligoski and Matt Damelio, have more than 60 years of direct experience at Merrill. We have advised a number of ultra-high-net-worth clients, so we are closely attuned to their needs, interests, and risks. We are joined by a talented team of ten Advisors and Associates, who work in concert to create an exceptional experience for the clients in our care.
• Tax sensitivity. The clients we advise have worked hard to create their wealth. We honor that effort through our emphasis on tax-sensitivity and after-tax investment returns. We believe we offer a vantage point few can provide, and we follow through on that conviction by devising thoughtful strategies designed for wealth preservation and transfer to the next generation.
• Diversification and asset efficiency. We are particularly strong in advising executives who have concentrated positions, helping them hedge down-side risk. We employ a variety of techniques to enhance diversification, including direct indexing, exchange funds, and zero cost collars, among others.
• Trustworthiness. When you speak with us, you’ll gain a team that is dedicated to serving you with integrity and forthright advice, eager to discuss your ideas and give flight to your aspirations. Our long record of service attests to the quality of our relationships and the close bonds we share with our client families.
  
  We welcome the opportunity to speak with you about your needs. Please reach out to either of our team founders:
  
  Cory Goligoski                                                                                                 
  Managing Director  
  Wealth Management Advisor     
  650.473.7845
  
  Matt Damelio
  Managing Director                                                                                          
  Wealth Management Advisor                                                                  
  650.473.7915
  
  ^{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.}