Trending...
- Omnitronics launches Ecosystem Health Dashboard to enable proactive monitoring across dispatch environments
- New Research Identifies "The Great Junk Transfer": 49% of Americans Would Rather Inherit Nothing Than Sort Through a Relative's Belongings
- UK Financial Ltd Verifies Maya Preferred PRA Circulating Supply, Proving Its Eight-Year Promise of Under 1M Tokens After Chainlink Labs Agreement
CHARLOTTE, N.C., July 8, 2021 /PRNewswire/ -- GCG Wealth Management, an independent, regional financial services firm that manages total client assets of more than $1.5 billion and provides financial strategies for investment management, financial planning, retirement planning, estate and legacy planning, tax management and more, has announced its new relationship with Jonathan Metzger, formerly of Wells Fargo. Jon has joined GCG Wealth Managements, GCG Advisory Partners platform "GCGAP". GCG Advisory Partners is a hybrid platform dedicated to the recruitment, transition, operations, and financial assistance of wirehouse and captive advisor teams, while delivering a customized service experience that helps advisors create stronger bonds with their clients. GCG Advisory Partners was established to fill the gap for advisors between the full-service wirehouse and full liability business owner.
Jon Metzger who manages more than $80 million dollars (AUA) joined GCG on June 11th after spending the past 8 years at Wells Fargo. "After a long, well thought out diligence process and learning about what every firm has to offer, I ultimately decided that GCG was the best place for my clients, based on the shared thought leadership and robust offerings that GCG has available. My clients need both, the boots on the ground level of service you get a from a firm like GCG while also still reaping the benefits of a large resourceful back office," said Jon Metzger when asked how he made his decision to join GCG.
More on ncarol.com
"Joel and his team understand the importance of providing a balance for financial advisors and their clients. That is what attracted me to GCG Wealth Management," stated Jon Metzger.
Founded in 1994, GCG Wealth Management is led by Joel Burris, president and managing partner, who, like Jon Metzger, has also been in the shoes of Financial Advisors and can relate to their everyday needs.
As part of the announcement, GCG Advisory Partners is simultaneously announcing the new Lake Norman office. For more information on GCG Advisory Partners, Financial Advisors can research their advisory platform on their dedicated advisor website GCGAP.
About GCG Advisory Partners
GCG delivers an advisory platform and business model that offers a compelling combination of exceptional technology, practice management resources, and financial support, along with the operational autonomy for an advisor to chart their own desired path to independence. GCG Advisory Partners umbrella platform allows advisors to take advantage of an 'home office-like' infrastructure while benefiting from the freedom and independence of the business owner. For more information, visit www.gcgadvisorypartners.com.
More on ncarol.com
About GCG Wealth Management
GCG Wealth Management is an independent, regional financial services firm that manages total client assets of more than $1.5 billion and provides financial strategies for investment management, financial planning, retirement planning, estate and legacy planning, tax management and more. With eight office locations throughout the Carolinas, Florida and Louisiana, the firm serves individual clients and small business owners throughout the Southeast region. For more information about GCG Wealth Management visit www.GCGWM.com.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.
SOURCE GCG Wealth Management
Related Links
www.gcgwm.com
Jon Metzger who manages more than $80 million dollars (AUA) joined GCG on June 11th after spending the past 8 years at Wells Fargo. "After a long, well thought out diligence process and learning about what every firm has to offer, I ultimately decided that GCG was the best place for my clients, based on the shared thought leadership and robust offerings that GCG has available. My clients need both, the boots on the ground level of service you get a from a firm like GCG while also still reaping the benefits of a large resourceful back office," said Jon Metzger when asked how he made his decision to join GCG.
More on ncarol.com
- Black Ribbon Productions Launches With Fearless 2026 Horror Slate
- Actor Dominic Pace Returns to Television and Film
- Opteamix welcomes Girish Ramachandra to its leadership team as Senior Vice President of Client Services
- Silicon Box Ships 500M Units at High Yield, Expands Production Capacity for Panel-Level Packaging
- Why Baton Rouge's Humid Climate Can Contribute to Carpenter Ant Damage — J&J Exterminating Explains How to Protect Your Home
"Joel and his team understand the importance of providing a balance for financial advisors and their clients. That is what attracted me to GCG Wealth Management," stated Jon Metzger.
Founded in 1994, GCG Wealth Management is led by Joel Burris, president and managing partner, who, like Jon Metzger, has also been in the shoes of Financial Advisors and can relate to their everyday needs.
As part of the announcement, GCG Advisory Partners is simultaneously announcing the new Lake Norman office. For more information on GCG Advisory Partners, Financial Advisors can research their advisory platform on their dedicated advisor website GCGAP.
About GCG Advisory Partners
GCG delivers an advisory platform and business model that offers a compelling combination of exceptional technology, practice management resources, and financial support, along with the operational autonomy for an advisor to chart their own desired path to independence. GCG Advisory Partners umbrella platform allows advisors to take advantage of an 'home office-like' infrastructure while benefiting from the freedom and independence of the business owner. For more information, visit www.gcgadvisorypartners.com.
More on ncarol.com
- RPR Promotes Emily Line to Chief Strategy Officer and Janine Sieja to Chief Product Officer
- Expanding Beyond Space as New Drone Market Opportunities Accelerate Growth: Ascent Solar Technologies (N A S D A Q: ASTI)
- Lauren Merrell, Dale Sorensen Real Estate, announces price improvement for an extraordinary island retreat
- Portalz Publishes FES World First Architecture Introducing a New Cryptographic Platform
- Cellofest Brings Free Cello Concerts and Community Events to Bethany Beach August 5–16
About GCG Wealth Management
GCG Wealth Management is an independent, regional financial services firm that manages total client assets of more than $1.5 billion and provides financial strategies for investment management, financial planning, retirement planning, estate and legacy planning, tax management and more. With eight office locations throughout the Carolinas, Florida and Louisiana, the firm serves individual clients and small business owners throughout the Southeast region. For more information about GCG Wealth Management visit www.GCGWM.com.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.
SOURCE GCG Wealth Management
Related Links
www.gcgwm.com
Filed Under: Business
0 Comments
Latest on ncarol.com
- UK Financial Ltd Verifies Maya Preferred PRA Circulating Supply, Proving Its Eight-Year Promise of Under 1M Tokens After Chainlink Labs Agreement
- Anamorphic 3D Only Works on Fixed Screens. Loud! OOH Put It on a Moving Ad Van for Flood Re
- From DJ Booths to Disney: Orlando Author Ryan Tiffin Launches "Chasing Magic"
- FDA Food Recall Notices After Outbreak Linked to 98 Hospitalizations: Practical Tips for Safer Grocery Shopping
- The 'Tax Squeeze': Betsson's Record Quarter Previews the Economics of Finland's 2027 Casino Market
- Ten-Time Combat-Deployed U.S. Army Major Imprisoned For Telling The Truth In North Carolina Court Rm
- ImagineX Acquires Payteros to Strengthen Digital Transformation Capabilities
- From Pizza to Playlists: Marty The Pizza Guy Delivers Three Delicious New Songs
- Adelaide's Army of Hope Celebrates 501(c)(3) Status Ahead of Swing Fore Hope Golf Tournament
- Salestrics Introduces PraiseEngine: The AI-Native Review Engine Built to Fix Social Proof
- NVM Pet Celebrates a Decade of Growth by Honoring the People Behind Its Success
- Mike "The Situation" Sorrentino Celebrates Opening of Second Archangel Centers Location
- Big Money Retirement Opens Dedicated Charlotte Office to Better Serve Growing Client Base
- K2 Integrity Names Michael Kallabat Global Head of Investigations and Disputes
- Socialhose Eyes Southeast Asia and Rejects the Copy-Paste Expansion Playbook
- $40 Billion Global Market Value by 2030 Projected in Unmanned Aerial Vehicle or Other Drone Technology Sector, Growing at 9.2% Compound Annual Growth
- Charlotte-based Steady Tax & Bookkeeping launches to support small businesses nationwide
- Recreation Ponds: The Next Big Backyard Pond Trend?
- $620 Million in Recent Government Contract Awards with More Than $1.2 Billion in Annualized Revenue: Circle8 Group (N A S D A Q: CIRC)
- Lewis County Hydrogen Alliance Launches Phase 1 Work to Turn Forest Residuals into Fuel-Grade Hydrogen and Dispatchable Clean Power
