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The Problem:
As your wealth scales past seven figures, standard financial advice becomes a liability. Many high-net-worth investors outgrow their advisors but remain stuck in retail wirehouse models. These mega-brokerages often pool high-net-worth capital into the same generic, high-fee mutual funds used by everyday investors. This mass-market approach creates hidden layers of fees, generates massive tax inefficiencies through forced capital gains, and fails to coordinate with the complex estate and tax realities of significant wealth.
The Solution:
Significant capital requires custom architecture. We act as your dedicated personal CFO. We replace pooled, off-the-shelf products with direct ownership. By building bespoke portfolios of individual equities, we strip out the embedded fees of mutual funds and take absolute control over your tax friction. We coordinate directly with your CPA and estate attorneys to unlock granular tax-loss harvesting, precise control over capital gains, and tailored risk management across your entire balance sheet.
The GPM Difference:
Total alignment of interest. We are an independent, 100% fee-only fiduciary firm based in Bloomfield Hills. We do not sell commissioned products or proprietary funds. We do not outsource your capital to third-party managers. Most importantly, our team operates with real "skin in the game"—investing our own capital directly alongside yours in the exact same individual equities. Your wealth is managed with the exact same conviction as our own.
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Chat with our team today
Next Steps:
01
15-Minute Intro Call
A strictly confidential discussion to determine if the complexity of your financial picture aligns with our firm's capabilities.
02
The Portfolio Diagnostic
We conduct a forensic review of your current holdings to identify hidden fees, tax inefficiencies, and structural blind spots.
03
The Alignment Strategy
We implement a transparent, direct-ownership portfolio designed to preserve and compound your family's capital.
