About GLR Partners | Who We Are & Our Winancial Philosophy

About Us

After successful careers for over two decades at corporate investment firms, our founders set out to create the ultimate client experience. They designed a multi-faceted business model centered around wealthy families that simply demanded more. In a constant pursuit of excellence GLR Partners was born.

Team

When you partner with us, you don’t just get a Financial Advisor, you get an entire firm dedicated to growing and preserving your family’s legacy. Our team has a deep commitment to our clients and to each other.

Wayne Lavallee

Director of Tax, Trust, and Estate Planning, Co-Head of Wealth Advisory.

Richard Gaige

Head of Portfolio & Investment Management, Co-Head of Wealth Advisory

Amanda Luparello

Director of Client Relations, Office Administration, Client Concierge

Jeremy Reed

Head of Financial Planning & Business Strategy, Co-Head of Wealth Advisory

More about our services

We are business operators and entrepreneurs. Being independent allows us the freedom to make critical decisions on YOUR behalf with respect to investments, planning, and administrative duties.