GFI Holding

Wealth Management

GFI Holding is offering a high-level professional service that combines financial and investment advice on many levels.  First we offer a plan development that will maintain and increase a client’s wealth based on that individual’s financial situation, goals and comfort level without risk. After the original plan is developed, the manager will meet regularly with clients to update goals, review and rebalance the financial portfolio, and investigate whether additional services are needed, with the ultimate goal being to remain in the client’s service throughout their lifetime.