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Real advice.
For real life.
By real people. Because we understand
what it's all worth. Let's Talk →

at GKV we know what you value.

Because we’re invested in you.

You’ve entrusted us, which is why we personally and actively manage all client portfolios. Your life changes, and so should your portfolio. We’re here for that.

But isn’t managing my portfolio what my financial advisor is supposed to do?
It seems obvious to us, too. The truth is, not every advisor really does. Most firms outsource portfolio management or sell expensive financial products.

We do. For real. Because it’s personal for us. 

Trusted Wealth
Management

Advise from the people who know the options – and how to avoid mistakes.

ADVICE & CONSULTING

We stay close to the
data to stay closer to
what matters.

FINANCIAL
PLANNING

PORFOLIO
MANAGEMENT

The world doesn’t stop – neither should your portfolio. We stay of top of the data so you can stay focused on what matters.

Real. Life. Advisors.

Learn More Helping people plan for the future is what drives me. Investing is about looking ahead, navigating uncertainty, anticipating change, and making thoughtful decisions along the way.
I enjoy the challenge of digging into the details, doing the analysis, and adapting when things shift. Because they always do. What’s most rewarding is using that insight to help clients feel informed, confident, and in control of their financial future. Greg Vogel President, Certified Financial Professional Learn More The topic of finances is deeply personal and vulnerable. I GET to be a part of my clients’ lives and journeys, increasing their ability to actually enjoy their lives in the present while also cultivating the legacy they want to leave behind. Sarah Ellis Certified Financial Professional® Learn More Many of our clients are self-made individuals who have become successful through hard work. We help clients protect and grow their earnings to fund a secure retirement, buy homes, and send their kids to college. Elaine Kwei Wealth Advisor, Chartered Financial Analyst®

Since 1975

we’ve been helping clients get from
Point A to Point BE prepared.

December 4, 1975

GKV opens its first office in Westlake Village, establishing a home base for client-focused service.

1977

Peter Vogel starts GKV Capital, laying the foundation for a lasting family legacy.

1983

With early tech adoption, GKV implements IBM computing to modernize portfolio analysis.

1987

GKV reaches $50 million in assets under management, reflecting strong growth driven by client trust and disciplined strategy.

1992

Markets crash on Black Monday. GKV guides clients through historic volatility.

1994 -2003

Greg Vogel builds deep investment expertise at the top Wall Street firms before joining GKV.

2000

GKV expands its reach while staying client-centric, launching the Walnut Creek office.

2003

GKV helps clients navigate the bursting tech bubble in the Dot-Com Crash.

2007

Surpassing $200 million in client assets marked a new chapter of growth powered by enduring relationships

2013

Sarah Ellis, CFP®, Joins GKV
Next-gen planning expertise strengthens the team.

2024

Quarterly Update Launches
New communication tools reinforce client transparency.

2025

GKV reaches $300M AUM and welcomes CFA Elaine Kwei, enhancing the firm’s investment insight.