About
G2 Capital Management is a Columbus, Ohio boutique family office, investment advisory and wealth management firm.
We provide investment management, financial planning and customized family office services to high- and ultra-high-net-worth families and business owners.
Who We Serve
Get the service that’s tailored to you and your family’s unique needs.
High Net Worth Families
FOR FAMILIES WHOSE NET WORTH IS IN THE RANGE OF $2 MILLION TO $10 MILLION.
Our partner-level advisors work closely with you to craft a lifelong financial plan that thoroughly and intelligently addresses all of your personal aspirations. Together, we continuously revisit your plan as your dreams - and your life - evolve. So those dreams can become reality.
Learn about Wealth managementUltra-High Net Worth Families
FOR FAMILIES WHOSE NET WORTH IS GREATER THAN $10 MILLION.
You have a unique and complex set of challenges to navigate, from protecting your capital to optimizing your returns to transferring your wealth to the next generation in the most tax-efficient way possible. Our senior advisors understand those challenges and provide thoughtful, personal, innovative family office services to help you meet them.
LEARN ABOUT family office servicesOur Story
After many years working in larger wealth management firms, we developed a shared vision of how to best serve clients.
That vision centered around providing partner-level advice across all of our clients’ financial needs. It meant creating a firm where all wealth advisors are on the same team, bringing their diverse and unique skill sets to bear to serve clients in the most complete way possible. It meant working hard and using our collective expertise to provide distinctive investment and financial planning advice. It meant going deeper with fewer clients. It meant being able to advise clients across generations - Generation 1 to Generation 2 (G2) - which conveniently matched the initials of our last names. Most importantly, it meant finding every possible way to make the complex nature of wealth and investment management clear for our clients. That’s the vision we continue to bring to, and for the benefit of you and your family, every day.
Our Team
With more than 8 decades of combined experience, our credentialed team has deep technical knowledge in investment management, financial planning, income tax planning, estate and gift tax planning, trusts, private capital investing, accounting, and mergers and acquisitions.
Greg R. Grabovac
JD, CPA (INACTIVE)
[email protected]
Greg Grabovac is a co-founder and CEO of G2 Capital Management. He provides comprehensive investment management and financial advisory services to successful business owners and other high-net-worth individuals and multigenerational families.
Jeffrey R. Gomez
CPA, CFP®
[email protected]
Jeff Gomez is a co-founder and president of G2 Capital Management. Jeff provides investment management and financial advisory services to high-net-worth individuals, including executives, professionals, business owners, and multigenerational families.
Kevin M. Vannatta
CFP®
Kevin Vannatta is a wealth advisor at G2 Capital Management. He provides comprehensive wealth management and financial planning services to G2 clients, focusing on high-net-worth individuals and families.
Brad T. Gregory
Brad Gregory is the Portfolio Manager and Operations Manager for G2 Capital Management. Brad is responsible for management and trading of client portfolios as well as organization of internal procedures, compliance, and regulatory reporting.
Rachel L. McClure
Rachel is the client and practice support specialist for G2 Capital Management. She has extensive wealth management firm experience in all aspects of client relationship and practice management support.
Sean M. Luttrell
CFP®
Sean Luttrell is a Wealth Advisor at G2 Capital Management. He provides comprehensive wealth management and financial planning services to G2 clients, focusing on high-net worth individuals and families.
Locally Proud–and Connected
Columbus Proud. Local Roots.
Like most of our clients, we take a great deal of pride in the deep roots we’ve developed in the Columbus community. We also share a longstanding commitment to giving back.
Strong Partners. Vast Network.
When you work with G2 Capital Management, you not only get access to our deep and wide network of highly skilled attorneys, CPAs and insurance agents but you also enjoy the benefit of our top-ranked technology partners, market research support, and lifestyle resources.
Customized Fees
To make them as reasonable and equitable for you and all our clients, we use a tiered approach to our fees for investment and wealth management services.
Our fees for family office services are customized based on your unique situation.
Our Fees
Investment Management Only
Based upon assets under management
Wealth management
Based upon all investable assets
Family Office Advisory Services
The G2 Difference
What sets us apart? Our deep technical knowledge and experience in knowing what’s important to high- and ultra-high-net-worth individuals and families, our ability to anticipate and clarify what you need to know to make timely, prudent decisions, and our commitment to delivering exemplary client service at every step along the way.