Connie Stevenson

GBP Wealth Management

Our focus at GBP Wealth is to create long-lasting relationships with our clients and their families by helping them build and manage wealth for themselves and future generations. GBP is unique in that we are a multi-generational and multi-disciplinary firm committed to following a comprehensive and disciplined approach that provides integrated lifetime financial planning solutions for our clients, their businesses, and their future generations. Our comprehensive approach, combined with our team's expert guidance allows clients to confidently accumulate wealth, minimize risk, reduce the impact of taxes, optimize retirement income, and distribute assets. GBP's approach is ‘discovery-driven'—It is our understanding of clients' distinct vision, values and goals that drives the creation of their customized plan. This work is performed in coordination with other key players on your team (attorney, accountant, banker, etc.). Moreover, our process requires a thorough understanding of all facets of your current financial situation—as these details are critical to our ability to deliver meaningful and impactful planning guidance. Our distinctive approach allows GBP to design, implement, and maintain a comprehensive accumulation, risk management, retirement income, estate and legacy plans hopefully to span successive generations of clients and their heirs.