Wealth Management

Comprehensive wealth management is a highly customized, ongoing process.

That’s why at G2 Capital Management we work hard to develop a deep understanding of your life, your needs, and your long-term goals through in-depth conversations and continual check-ins. Together we craft a plan that not only addresses your current aspirations but also evolves as your life shapes and shifts through kids, college, weddings, business sales, retirement and beyond. So you get the truly comprehensive financial advice it takes to navigate a full and fulfilling life.

Comprehensive and Collaborative

G2’s wealth management offering, which includes our investment management services, features all the distinctive financial advice and personal service you and your family could need, along with our commitment to work collaboratively with your accountants, attorneys, and other trusted planning partners to make sure the process is seamless and your financial picture is uncomplicated and clear. Here’s what you can expect:

  • Goal and objective identification
  • Data gathering and organization
  • Access to the G2 eMoney financial planning platform
  • Preparation and maintenance of your personal net worth statement
  • Cash flow and retirement planning
  • Compensation analysis, including stock grants, qualified and non-qualified stock options and phantom stock
  • Risk management analysis (life, disability, long term care, property and casualty)
  • Charitable giving
  • Education funding
  • Tax planning
  • Coordination with your accountants and attorneys on tax return preparation and estate planning (or identifying these resources if needed)
  • Goal and objective identification
  • Data gathering and organization
  • Access to the G2 eMoney financial planning platform
  • Preparation and maintenance of your personal net worth statement
  • Cash flow and retirement planning
  • Compensation analysis, including stock grants, qualified and non-qualified stock options and phantom stock
  • Risk management analysis (life, disability, long term care, property and casualty)
  • Charitable giving
  • Education funding
  • Tax planning
  • Coordination with your accountants and attorneys on tax return preparation and estate planning (or identifying these resources if needed)

The Benefits

Financial Advice Focused on Your Goals.

By customizing our scope of services to meet your and your family’s unique needs, we can help you achieve whatever it is you’re looking to accomplish, including setting you up for a stress-free retirement.

A Breadth of Advice Based on Decades of Experience.

You get access to our full team of senior advisors and the decades of investment, financial planning, business and tax advisory experience they bring to the table – so you can make smarter decisions and take advantage of timely opportunities.