Retirees

One of our primary focus areas are those who have worked hard their entire lives, have recently retired, or those who are within 5 to 10 years of retirement, and are looking to reach the finish line and work towards their lifestyle goals. At GVA Wealth Management, as an independent firm, we make decisions based on your needs only.

As you approach retirement, your needs get more complex. Our collaborative approach entails deeply understanding each client's needs and goals, providing access to customized wealth planning services, collaborating with tax specialists, and defining a roadmap based on your unique financial situation. We also have experience with wills, trusts, powers of attorney and beneficiary designations.

Working with GVA Wealth Management as you approach retirement enables you to pursue the goals you have worked towards your entire life. Reach out to the GVA Wealth Management team today for a consultation.

GVA Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.