GHKSS Wealth Management
At GHKSS Wealth Management, we believe strong relationships are the foundation of effective wealth management. Every client begins with a Personal Wealth Analysis, designed to reflect your unique goals and priorities. From there, we work closely with you to build a custom portfolio and coordinate with your other trusted professionals—such as your accountant and attorney—so every aspect of your financial life is aligned. Our commitment goes beyond traditional investments; we provide access to banking and lending through Bank of America, insurance and trust services, and specialized opportunities including alternative investments, private equity, and options strategies. Our mission is simple: to be your partner in navigating life’s financial decisions with clarity and confidence.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CFP®, CPFA®, CRPC™
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.
