Galvin, Gaustad & Stein, LLC

CONNECT

Address:

7377 East Doubletree Ranch Road
Suite 250
Scottsdale, AZ 85258

Phone:

480.776.1445,Toll-Free: 800.554.1154

Fax/Other:

480.306.6155

BHCC

 

 

Welcome to Galvin, Gaustad & Stein LLC | Wealth Management
 
We are an independent Financial Wealth Management services firm with headquarters located in Scottsdale, Arizona, serving clients around the globe. We provide comprehensive concierge service for high net worth clients across the United States helping them to realize their long-term financial goals through the design and management of curated custom portfolios created “specifically” for a client's return objective and desired risk level. Our highly regarded national experience within the industry has made it possible to develop a proprietary process to deliver customized investment solutions after identifying a client's specific objectives. With a team of CFA® Charterholders and CERTIFIED FINANCIAL PLANNERTM Professionals, we carefully work closely with clients and other professional advisors (attorneys, accountants) to keep expenses and taxes as low as possible with a goal of overachieving the appropriate benchmark return. We apply both a quantitative and qualitative analysis in the screenings of the holdings of the portfolio. This highly personalized white glove service for high net worth clients from industry veteran principal Mark Stein carefully builds and manages the custom portfolio, while most other firms offer “model” portfolios, providing all at the same risk level with identical portfolios. Custom-based holdings are designed with the client's input of selected risk level, and preference for companies they might want to own or not want to own as clients are as actively involved in the management to the extent that they would like to be. 

 

About Mark Stein, CFP®
Principal

Mark Stein is a long time Chartered Life Underwriter, a CERTIFIED FINANCIAL PLANNERTM and Investment Advisor for high net worth clients around the world. Prior to the formation of Galvin, Gaustad & Stein, LLC, Mr. Stein was President of AeGIS Financial Group, Inc. for 18 years. Highly respected on the national scale, and having been in the financial planning profession for more than 40 years, he custom builds, implements and monitors the personal financial plans of the firm's high net worth clients with custom created portfolios. Highly sought-after as a speaker for numerous accounting and consumer groups, he has written articles on various financial topics. Mr. Stein is on the Arizona Family College Savings Program Oversight Committee (Arizona's 529 Plan), is a past President of the Greater Phoenix Financial Planning Association and is renowned for hosting a financial planning radio program for 10 years. Mark Stein resides in Scottsdale, Arizona and hobbies include world travel, tennis, golf, and hiking.

 

MARK P. STEIN, CFP®

Principal

7377 East Doubletree Road | Suite 250 

Scottsdale, Arizona, USA |  602. 677. 4588 

mark@ggsadvisors.com 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck