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Our Services

WE OFFER PERSONALIZED PLANS TO MEET YOUR NEEDS

Wealth Management (or strategies)

Whether you’re starting a family or planning to retire, looking to fund your children’s or grandchildren’s education or the purchase f a vacation home, seeking to address health care needs or transfer the family business to the next generation, you need a wealth plan. Our Investment Advisors work with you to create this roadmap to your future, adapting to changing circumstances over time, helping clients achieve and protect their goals.

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Wealth Management Investment Advisory provides access to professionally managed portfolios, separately managed accounts, multi-manager portfolios across a broad array of program types, asset classes, investment firms and managers, investment strategies, investment styles, and asset allocation portfolios.

Investment Management

Our investment Advisors help you define an investment strategy tailored to your goals, then help you make informed investment decisions from among an expansive investment platform including industry’s leading advisory programs, focusing on proven, consistent investment strategies and a manager selection process refined over the years. Helping clients identify and invest in opportunities across all markets and asset classes.

Personal Planning

Personal planning process encompasses family income protection planning, retirement planning and college planning. Our Investment Advisors help affluent families address complex challenges of managing significant wealth, cross border planning for multi-national families by providing exceptional level of service

Tasks that can serve to manage an individual’s resources in the event of their incapacitation or death, including bequests of assets to their heirs and the settlement of estate taxes.

Protection Services
A good defense is the best offense. Let us surround you and your family with leading insurance policies.

Business Planning

For closely held or family–owned businesses what will happen or should happen to the business at death, disability or retirement of an owner. What is the value of the business now as a going concern and what will it be worth to the family and what will be the estate taxes? Business planning needs to be coordinated with personal estate planning to make sure that control and value of the business is maintained.  Importance of family Business Succession planning, key employee, importance of estate equalization, protect your most valuable asset.

Executive Benefits Program
Managing your company’s 401k program can seem complicated, but Grisell Cabero Palsson will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

Good retirement products allow plan participants to accumulate tax-deferred savings or after tax savings through an employer and/or employee contributions, providing a vehicle for retirement savings.

GCP IA services provides a comprehensive employee benefit solutions to help employer client protect their employee groups – including products designed specifically for their key executives.

Worksite disability income insurance, life insurance, critical illness insurance, group accident insurance.