Broker Check

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.

Client Centered

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.

Discover Who We Are

Father and Son at family reunion

Beginning Our Process
Strategic Vision,
Timeless Trust

Institutional Excellence. Personalized Care. A Future-Focused Approach to Wealth Management.

Schedule a Call

Meet

Plan

Grow

Legacy

Contact Us
Get In Touch Here!

Thank you for your submission! There was a problem with the form submission. Please try again.