My role as a Financial Advisor is to move you forward by helping you make informed financial decisions. I have been in practice since 2006 and over the years, my team has applied our considerable skills to integrate all the elements of wealth – investments, tax, retirement savings, estate and insurance – into a written financial plan for every client that makes sense and achieves results. Comprehensive Financial Planning Let’s start by assessing what is important to you today and then looking ahead to what your goals are into the future – retirement planning, education planning, insurance and estate protection. Building your portfolio My approach to wealth management relies on a number of factors. I use investor profiling tools to assess comfort and capacity for risk. One person may be very comfortable with the possibility that their investments may fluctuate up or down by 10%, while another may never want to see the value of their investments go down, ever.

GP Wealth Management is a versatile financial advisor in Norwood that provides expert financial consulting through all stages of your life. We are a team of highly skilled professionals who have the required expertise to devise a customized financial plan including group investment plans, dental health plans, and investment insurance, among others. Whatever financial goals you may have, we will help you achieve them. Reach out to us today and devise a strategy for your very first investment plan! more... See more text