Frequently Asked Questions
Private wealth management is a highly sophisticated combination of financial planning, investment management, and personal relationship, with the ultimate aim of helping clients achieve their financial life goals.
- A clear layout of your investments, net worth and cash flow.
- An action plan with a step-by-step guide to reaching your financial goals.
- Investment recommendations based on your unique goals, time horizon and risk tolerance.
- Suggestions for maximizing your financial situation.
- Strategies to mitigate your tax obligations.
- An understanding of any gaps in your financial picture.
- Recommendations for how best to protect your assets and family.
We have two office locations – San Francisco and Beverly Hills.
We manage brokerage accounts, retirement accounts, college savings accounts and much more.
You may view your accounts and performance at any time by logging into your Schwab, Fidelity or Millennium client portal.
Great Gable Advisors takes care of all the paperwork to move over existing accounts and tie up loose ends. We have the ability to invest in almost any type of investment and we work with your existing custodians to ensure a smooth transition. While we are likely to recommend changes to your portfolio to improve its risk/return characteristics, we try to incorporate existing managers and positions where appropriate and are likely to implement the changes over time so as to minimize any disruption and tax consequences to the portfolio.