New Home - GKV Capital

Real wealth management.
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. Some firms outsource portfolio management or rely entirely on pre-set models.

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

A Trusted Wealth
Management Advisory.

For where you are and for where you are headed.

Financial
PLANNING

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

PORTFOLIO
CONSTRUCTION

Financial
CONSULTING

Advice from the people who know the markets–and you.

The world doesn’t stand still.
Neither should your portfolio.

PORTFOLIO
MANAGEMENT

Real. Life. Advisors.

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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®

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Many of our clients are self-made individuals who have become successful through hard work. We hlp 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®

Before we know you

you should get to know us