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Here it straight from our clients
Here it straight
from our clients
CEO
Geothermal Energy & Tech
"Gbiz Wealth Solutions gave me something I value deeply: clarity. As someone managing technical operations daily, I appreciated how straightforward and well-prepared they were. No sales talk—just solid planning, aligned with what I needed. I’d recommend them to any executive who values time, precision, and real results."
General Manager
Hospitality & Management
“Partnering with Gbiz Wealth Solutions was genuinely refreshing. In a fast-paced industry like hospitality, time is precious—and they respected that. Their approach was clear, efficient, and tailored to my needs, without the usual complexity. What really stood out was their professionalism and ability to deliver meaningful results without drowning me in jargon. They didn’t just sell products—they helped create peace of mind, which is rare and invaluable in my line of work.
Equity Analyst
Banking & Finance
"As someone who works with numbers daily, I have high standards for financial advice—and Gbiz Wealth Solutions met them. They didn’t just offer options—they offered insight. Their ability to personalize strategy without losing structure really impressed me."
Doctor
Health
"In medicine, clarity and trust are non-negotiable—and I expect the same from my financial partners. Gbiz Wealth Solutions delivered both. Their work was thorough, professional, and adapted to my schedule. I trust their judgment the same way I expect others to trust mine."
Visual Artist
Arts
"Collaborating with Gbiz Wealth Solutions was an enlightening experience. Their approach to financial planning mirrored the intentionality and sensitivity I strive for in my art. They understood the nuances of my creative journey and provided guidance that felt both personalized and profound. It's rare to find financial advisors who resonate so deeply with an artist's perspective."
President
Sports
"As a business owner, I look for clarity, speed, and real-world solutions—and Gbiz Wealth Solutions delivered all three. They understand how entrepreneurs think and what matters most: results without the runaround. I appreciated their straightforward, strategic approach."
Tell Us Where We Can Help
Let us know why you're reaching out, whether it's about asset protection, succession planning, estate taxes, or organizing what you already have.
We’ll Reach Out To You
A member of our team will reach out to clarify your concerns and schedule your session, online or in person, whichever suits you best.
We Review, Assess,
and Apply Strategy
Our financial professionals will assess your existing assets and documents, then apply the right strategies to help protect, organize, and transfer your wealth with confidence.
This is a private session, tailored to your needs,
handled with discretion, and delivered with clarity.
All information are kept in confidentiality.
Protect What You’ve Built.
Preserve Who You Built It For.
And It Starts With One Conversation.
You’ve built the business. You’ve grown wealth. You’ve provided for your family.
But if something happened tomorrow—would your spouse, your children, or your business partners know exactly what to do?
Not just where the accounts are—
But who gets what, how the taxes will be paid, and what needs to happen next.
Most families don’t break down because of money.
They break down because the plan was incomplete, or the structure didn’t hold up when it mattered most.
Now is the time to make sure of it. While you still can.
Sessions are limited each month to preserve the quality and discretion of this experience.
STILL NOT SURE?
Frequently Asked Questions
1. What exactly is the Family Wealth Blueprint?
It’s a private, guided session where we review your existing insurance, trusts, business succession plans, and estate structure. You’ll walk away with a clear, documented plan to help your legacy work exactly as intended.
2. Is this a product or a consultation?
This is not a product pitch. It’s a professional clarity session focused on structure, not sales. If adjustments are needed, we’ll guide you—but only with your full understanding and consent.
3. Do I need to prepare anything for the session?
If you already have policies, trust documents, or business agreements, we’ll ask you to share them beforehand. If not, we’ll help identify what’s missing and where to begin.
4. What happens after the session?
You’ll receive a personalized Clarity Letter, summarizing everything we discussed—what’s aligned, what’s exposed, and what steps will help protect your family’s future.
5. What if I already have an advisor?
That’s perfectly fine. Many of our clients come to us with existing plans. Our goal is not to replace your advisor, but to help you make sure everything is working together, not just sitting in separate files.
6. How long does the session take?
Each session typically lasts 60–90 minutes. It’s quiet, private, and paced to ensure every detail is understood, without pressure or rush.
7. Is this only for families with large estates?
We work primarily with clients who manage significant wealth, family businesses, or multi-generational assets. If legacy clarity matters to you, this session is designed for you, regardless of your exact portfolio size.
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