Gries Financial Partners (GFP) offers independent investment and wealth management advice to high net worth individuals and institutions. The firm provides fee-based registered investment services, focusing on conflict-free counsel. GFP's offerings include family office facilities and investment advisory services, enabling clients to access a variety of investment solutions tailored to their needs.
Managing Director, Investment Management Services and Partner
1 past transactions
Capital Portfolio Advisors
Acquisition in 2023
Capital Portfolio Advisors Inc. is a registered investment advisor and financial planning firm that is completely independent. They assist their clients with retirement planning, estate planning, education funding, shielding loved ones from financial hazards, and asset accumulation.
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