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GSV Wealth Advisors
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Making it easier to understand all available options, including innovative and superior investment strategies

GSV Wealth Advisors specializes in integrating all the financial intricacies that comprehensive wealth management requires. Our approach seeks to provide first-class service, which includes direct access to the senior advisor making the investment decisions. We are a good fit if you…

  • prefer a boutique firm with a personal approach that places your interests ahead of its own
  • are discouraged by corporate relationships with revolving personnel motivated by their own agenda
  • desire a customized program targeted at your needs to address the issues in your financial world
  • want a “service center” that can coordinate your complex affairs including your investment program, investment tax strategy, financial planning, and charitable giving; and/or
  • insist on a transparency without hidden relationships, corporate biases and concealed fees.

Wealth Management

Your particular circumstances guide the way we manage your money, as we tailor portfolios to your goals, income needs, tax situation and tolerance for risk.

Alternative Investments

We provide our clients the opportunity to invest in highly sought after private equity, venture capital and debt transactions.

Insurance

Have your insurance coverages reviewed by our independent insurance personnel.

Lifetime Wealth Planning

We work with a number of experienced providers to help you draft an effective estate plan. Together, we put sophisticated planning tools and expert advice to work for you, enabling you to make well informed financial planning decisions.

Tax-Aware Investing: Keeping More of What You Earn

To help you keep more of what your investments earn, we employ tax management strategies in multiple ways.

BLOG: A Matter of Perspective

Policies & Disclosures

Accredited investor. Accredited investor shall mean any person who comes within any of the following categories, or who the issuer reasonably believes comes within any of the following categories, at the time of the sale of the securities to that person:

Any natural person whose individual net worth, or joint net worth with that person’s spouse, at the time of his purchase exceeds $1,000,000 (excluding the person’s primary residence); Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year

Alternative investment products, including hedge funds and managed futures, are not for everyone and entail risks that differ from more traditional investments. When considering alternative investments, you should consider the fact that some products use leverage and other speculative investment practices that may increase the risk of investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying investments that are not transparent and are known only to the investment manager. With respect to alternative investments in general, you should be aware that:that any investment product will achieve its objectives, generate profits or avoid losses. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. This example is hypothetical in nature, for illustrative purposes only, and does not represent an actual client portfolio. This information should not be considered tax or investment advice. Additionally, as each investor’s needs and risk tolerances differ, so does each client’s investment strategy. This information is intended to be general in nature.

Investment Advisory Services offered on a fee basis through GSV Investment Advisors LLC, an SEC Registered Investment Advisor principally located in Chicago, IL, 205 North Michigan Avenue, Suite 3770, Tel: (312) 552-7163. A copy of the GSV Investment Advisors ADV Part 2A disclosure statement discussing its services, fees, and affiliated entities shall be provided to each prospective client prior to commencing an engagement. Risk Management and Asset Protection Services offered through GSV Wealth Advisors from the same Chicago location.

GSV Ventures, GSV Equity, Global Silicon Valley Securities, GSV Investment Advisors, and GSV Wealth Advisors are wholly-owned subsidiaries of GSV Financial Group LLC.

Full Policies & Disclosures