G&S WEALTH MANAGEMENT LLC

Overview

G&S Wealth Management LLC operates as an independent registered investment adviser serving individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and focuses on portfolio management for individuals and small businesses. Its business activities are tied to accounting, which suggests client work includes cash-flow and tax-aware investment planning rather than large institutional trading operations. G&S is not positioned as a multi-state adviser or an active ESG investor; it also does not act as a capital allocator, which implies the firm relies on third‑party managers and packaged products rather than proprietary alternative fund platforms. All client relationships are non‑discretionary, so investment decisions and trade approvals remain with clients. That structure affects how the firm constructs and implements strategies: recommendations and model allocations are the primary tools, with execution contingent on client consent.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices