GK Wealth Management LLC

GK Wealth Management advises individuals, high‑net‑worth clients, families, small businesses, and retirement plans, offering ongoing portfolio management, financial planning, and pension/401(k) consulting. The firm provides both discretionary and non‑discretionary services and delivers written Investment Policy Statements to guide portfolio construction and monitoring.

GK’s investment process emphasizes strategic asset allocation, manager selection, and periodic rebalancing, and it commonly implements client strategies through third‑party managers and institutional fund managers that GK evaluates and oversees. The firm also incorporates alternative and private pooled vehicles into client solutions and describes specific valuation and liquidity practices it uses when including those investments in client AUM calculations.

Distinctive features disclosed in the brochure include operating as a manager‑of‑managers and receiving shared compensation from some third‑party managers, as well as an affiliated insurance agency through which representatives may receive commissions. The firm also discloses prior employment‑related regulatory matters involving its owner that were resolved under a consent arrangement that the brochure states has since been lifted.