Our Mission

How We Work

As a smart investor, you’re looking to not only build and protect your wealth, but also activate it.

Our mission is to know and understand your needs, wants, and long-term goals. GPWA is driven to help you develop, implement, and monitor a strategy that’s designed to address each individual situation.

GPWA has an independent structure whereby we are NOT associated with any specific investment company or product that pressures us to sell our clients a certain solution as part of our recommendations. Our firm structure allows sole focus on you the client and takes a Fiduciary Approach with regards to any and all recommendations that are made. This is truly unique in the marketplace and can withstand any and all rule changes with regards to independence that may come into play in our industry. We cannot predict the future but we can build the appropriate ‘engagement flexibility to adjust when changes do occur.

From managing debt, saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Everything starts with the client relationship first. Any recommended solutions or strategies are 100% predicated upon what you need, and NOT what we want to sell.

New Client Expectations:

Listen and learn your goals and where you are starting.
What type of relationship you need from your Financial Advisor?
If you have never been asked this, no worries, you have options.
Understand the different types of fees that exist in the industry, which ones pertain to your account(s) and why.
Have a solid understanding of the benefits of working with a truly ‘independent’ Advisor.
Access the BrokerCheck Website (www.brokercheck.finra.org) to do an independent check on your Financial Advisor.

Our History

Through our years of experience we have seen it all! We have proven strategies and solid relationships that our clients benefit from everyday. Our greatest accomplishments are achieving our clients’ financial dreams.

GPWA has a rich history as a firm that is nimble and flexible with regards to meeting any and all financial related needs of our clients. We have cultivated a truly A List of partners, who are experienced and widely recognized for their independent and entrepreneurial approach in their area of expertise.

For more about the history of Gramercy Park Wealth Advisors beginnings, click here.

Have a confidential question? We are ready to help.

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