Boca Raton Office

Description: GVA's Boca Raton office is an independent wealth management firm that provides comprehensive asset management services and offers personalized estate planning, retirement planning, risk management and more. Financial advisors in this location brand as either GVA Wealth Management, or utilize their own firm name while under the GVA umbrella. Partnering with GVA offers advisors the unique opportunity to maintain their independence and name, while providing access to GVA services and expansive advisor network. With a centralized focus on helping financial advisors grow and achieve long-term independence in their businesses, GVA provides customized and integrated technology tools, comprehensive compliance oversight, back-office services, asset management, succession solutions, and proprietary advisor billing and compensation software. Advisors can affiliate with GVA by joining the RIA, utilizing its Office of Supervisory Jurisdiction (OSJ), or via a hybrid model.

Open to expansion in the following regions: Florida