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

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.u003cbru003eu003cbru003eBut isn’t managing my portfolio what my financial advisor is supposed to do?u003cbru003eIt seems obvious to us, too. The truth is, not every advisor really does. Most firms outsource portfolio management or sell expensive financial products.u003cbru003eu003cbru003eWe do. For real. u003cemu003eBecause it’s personal for us.u003c/emu003e u003cbru003e

Trusted Wealth
Management

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

ADVICE & CONSULTING

We stay close to the u003cbru003edata to stay closer to u003cbru003ewhat matters.

FINANCIAL
PLANNING

PORTFOLIO u003cbru003eMANAGEMENT

The world doesn’t stop – neither should your portfolio. We stay of top of the data so you can stay focused on what matters. u003cbru003e

Real. Life. Advisors.

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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.