Broker Check

Jeffrey Seltzer

Founding Partner, Wealth Advisor

954-642-5809

jeff@gcwlth.com

Jeffrey Seltzer Wealth Advisor and Founding Partner Jeffrey Seltzer has been helping his clients plan for retirement and retirement income planning as his specialty for over 25 years. As an independent financial planner Jeffrey prides...

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Your Financial Future

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From saving for a confident retirement to being retired takes planning, these personal finance challenges can be overwhelming.

Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our clients are like our family, we are partnered together in your success.

WE HELP OUR CLIENTS GROW, PROTECT, AND PRESERVE THEIR RETIREMENT ASSETS AND GET AN INCOME FOR LIFE THEY CAN NEVER OUTLIVE.

CUSTOME CONCIERE PERSONAL SERVICES WITH AN OUT THE BOX CONCEPT ON PLANNING YOUR LIFE

With hundreds of financial firms to choose from, personal service with custom designed plans for your goals is our driving purpose, to establish long term relationships built on trust and open communication from you to us as well.  From full circle in different life stages and continuity of planning to meet the next generation and that is what separates us from the masses?

IS YOUR PORTFOLIO RETIREMENT READY?

We look forward to meeting you and a complimentary consultation is always and open event.

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FROM PRESERVATION OF WEALTH TO RETIREMENT INCOME

INVESTMENTS | RETIREMENT | INSURANCE | FINANCIAL PLANNING