Strategic Wealth Planning
Built On a Legacy Of Timeless Trust
Institutional Excellence. Personalized Care. A Future-Focused Approach to Wealth Management.
Why Choose Us
Legacy Built,
Future Focused
For nearly five decades, GFP Private Wealth has guided high-net-worth families and institutions with a forward-thinking strategy, collective expertise, and an unwavering commitment to client success.
47
years of trusted financial stewardship
$1.7 B
Assets under Management as of July 2025
9
locations across the Midwest and Southeast
GFP Private Wealth has a presence in:
Cleveland, OH Sarasota, FL Potomac, MD Troy, MI Mamaroneck, NY Nashville, TN
How We Help
Preserve & Grow Your Wealth With Confidence
Investment Management
Institutional-grade investment strategies with boutique-level attention.
Strategic Financial Planning
Tailored wealth transfer, tax planning, and comprehensive financial solutions.
Alternative Investments
Direct access to private investment managers and hedge funds.
Family Office Services
Multi-generational planning backed by collaborative expertise.
Who We Are
Guiding Wealth, Growing Futures
For more than four decades, GFP Private Wealth has guided high-net-worth individuals, families and institutions with a forward-thinking strategy, collective experience, and an unwavering commitment to client success.

Beginning Our Process
Strategic Vision,
Timeless Trust
Institutional Excellence. Personalized Care. A Future-Focused Approach to Wealth Management.