Who you’ll work with
Advisors who have run businesses, not just portfolios.
After two decades inside large corporate investment firms, the founders saw what clients weren’t getting and built the firm they would want on the other side of the table. In doing so, they became business owners themselves, and today they navigate the same tax decisions, equity questions, and growth challenges their clients do. The team has worked together for more than a decade, applying one process and one standard of care to every client, so your whole picture is always in experienced hands.
How the firm is built
The Three Pillars of Service.
The firm stands on three pillars: planning, investing, and administration. Most firms would never place administration alongside the other two. At GLR, it carries equal weight, because a brilliant plan and a strong portfolio are only ever as good as the execution beneath them.
Planning
Your whole financial life, integrated into one plan: the exit, the taxes, the estate, the income. Every decision traces back to what you’re actually trying to build.
Investing
Portfolios carefully selected, not pulled off a shelf: growth equity, alternative investments, and strategies designed to seek equity-like returns with less volatility.
Administration
The unglamorous work that keeps everything tight and clear: the transfers, the paperwork, the beneficiaries, the deadlines. When the details are handled right, you never have to think about them at all.
The investing pillar rests on a framework of its own, built around the economic cycle, monetary policy, and market conditions. Read the Three Pillars of Investing →
Richard Gaige CFP® CDFA™
Head of Portfolio & Investment Management
What this means for you: your money is invested by the person who built the firm’s strategies and run them through multiple market cycles, where protecting what you have counts as much as growing it. When markets get loud, Rich is the calm on the other end of the phone.
Jeremy Reed CFP® CRPC® AWMA®
Head of Financial Planning & Business Strategy
What this means for you: the person mapping your plan thinks like an operator, because he is one. Exits, business strategy, and the question behind every plan: what is all of this actually for? Jeremy connects the numbers to the life.
Wayne Lavallee CFP® ChFC® EA
Director of Tax, Trust & Estate Planning
What this means for you: the most expensive mistakes in a transition are tax and estate mistakes, and they’re permanent. Wayne’s job is making sure you never find out what they would have cost. Your CPA and attorney will like him.
Amanda Luparello
Director of Client Relations & Office Administration
What this means for you: one call, one person, and it gets handled. Paperwork, transfers, scheduling, the custodian, the portal. Amanda is the reason “administration” is a service here and not an apology.
Kacey Gaige
Client Concierge & Administration
What this means for you: the small stuff never becomes your stuff. Paperwork shows up ready to sign, meetings end with the next one already on the calendar, and the details keep moving between meetings without you chasing anyone. Kacey makes the experience feel as well-managed as the money.
