You're One-of-a-Kind.

Your Financial Plan Should Be Too. 

Our Services

Investment Management

Financial Planning

  • Estate, Gift, & Trust Planning

  • Tax Services

  • Check Writing & Bill Pay (?)

  • Life Insurance & Risk Management

Family Office Solutions

Our Mission

As a symbol of our firm’s mission, the bonsai tree signifies the stages of life that intertwine to create balance. At GCG, we strive to find the equilibrium in every area of your financial life, through expected milestones or unanticipated events. The bonsai tree reminds us of our dedication to long-term success and our excitement in joining you on this journey.

GCG In The News

  • Exclusive Interview with GCG's President and CEO, Joel Burris

    CHARLOTTE, N.C., JUNE 2024 / CHARLOTTE BUSINESS JOURNAL

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  • GCG ADVISORY PARTNERS ADDS 225 MILLION TEAM FROM RAYMOND JAMES

    Advisor Hub // Nov 2. 2023

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  • GCG Advisory Partners Announces Two Acquisitions at Advisor Group's Securities America

    CHARLOTTE, N.C., Jan. 10, 2023 /PRNewswire/

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  • GCG Advisory Partners acquires Branstrom Financial as GCG expands into the Blue Ridge Mountains through succession planning.

    MORGANTON, N.C., Jan. 12, 2022 / PRNewswire

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  • GCG Wealth Management expands Greensboro office with the addition of two new Financial Advisors.

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  • GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo

    CHARLOTTE, N.C., July 9, 2021 /PRNewswire

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  • Real estate, financial services firms latest groups to sign on at Vantage South End development.

    Charlotte Business Journal

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  • GCG Wealth Management Announces Launch of GCG Advisory Partners and Completes its Acquisition of Cooper Investment Company

    CHARLOTTE, N.C., May 20, 2021 / PRNewswire

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  • GCG Wealth Management president, Joel Burris, appears on Time Warner Cable News to discuss the importance of insurance inventory in preparation for unpredictable weather.

    January 2017

    Watch the Interview