Why G2 capital management?
Confidently navigating your complex financial landscape isn’t easy. That’s because, like you and your goals, the landscape keeps changing.
That’s why you need steady, intelligent, tailored advice to help you create and protect your legacy. And that’s what you can expect from G2.
Expert
organization.
Expert organization.
With a highly experienced, efficient, and organized partner like G2 Capital Management, you can rest assured that your finances are optimized, understandable, and easily accessible at all times.
Deep technical
expertise.
Deep technical expertise.
With 80+ years of combined experience and technical knowledge in investing, financial planning, insurance, income tax planning, estate and gift tax planning, trusts, private capital investing, accounting matters and mergers and acquisitions, you’ll always have access to the expertise you need to make informed financial decisions.
Customized
advice.
Customized advice.
Every family has a unique and complex set of challenges to navigate. That’s why we take pride in providing tailored financial advice, responsiveness, and highly personalized service.
Thoughtful
planning.
Thoughtful planning.
Because we believe in advice-based relationships, our senior members are highly involved and constantly searching for ways to identify opportunities to add value to your financial life and inform your planning and investment decisions.
Uncompromising
principles.
Uncompromising principles.
Placing your interests ahead of our own is at the core of how we operate. Fiduciary duty and trust are cornerstones of our relationship.
Optimized
investment
strategies.
Optimized investment strategies.
There’s nothing more important than matching your unique financial goals to your risk tolerance and investment return objectives. That’s why our investment portfolio strategy recommendations include income tax and estate tax considerations, liquidity needs, and public and private investment opportunities.
Diverse Expertise
Our team’s unique array of professional backgrounds and expertise enables you to receive diverse, in-depth, and holistic financial advice.
Certified Public Accountant (CPA) with over 20 years of Big 4 firm tax experience working on complex individual and corporate planning matters
Lawyer and CPA (inactive) with middle market operating experience, mergers and acquisitions, estate planning and business planning expertise
Financial planning and investment professionals with the CERTIFIED FINANCIAL PLANNER (CFP) accreditation and candidacy in the Chartered Financial Analyst (CFA) Program
Greg grabovac
Partner, G2 Capital
