Goals are personal.
Wealth management should be too.

The GDI Wealth Planning Process

GDI Wealth Management and Financial Advisors

Meeting Your Financial Planning Needs

We often encounter people who have invested their wealth without a clear plan for what they ultimately want it to do for them. This creates uncertainty as to whether their investments are truly “in the right place.”

Instead, if you begin with clearly defined objectives and solid investment principles, you may achieve a level of financial clarity that truly reflects what’s most important to you and your family.

GDI is goal-driven investing, and this is our purpose.

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Ask yourself these questions about your financial future:

Am I taking on too much financial risk?

Are my goals under-funded or over-funded?

Am I sacrificing/saving too much?

Am I properly insured?

Is my wealth too concentrated in my business?

Do I know what I’m invested in and why?

Schedule an Appointment

Frank Galzarano, ChFC®, AIF®, CFP®
Managing Partner, Financial Planner
Schedule an Appointment with FrankCall Now
Mark Dougherty, CFP®, RICP®, CMFC®
Partner, Financial Planner
Schedule an Appointment with MarkCall Now


Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.

CFP® Board