Our Firm

 

 

 

 

 

 

 

Galvin, Gaustad & Stein LLC, was formed by its members with a goal of providing comprehensive wealth management services to families and businesses. We are committed to offering objective, personalized financial advice to our clients in a relaxed but highly professional manner.

With over 100 years of combined experience in the financial planning industry, we offer a fresh approach to life planning combined with advanced planning techniques that are designed to be successful over time. By leveraging our experience and professional expertise, we can gather the information and provide advice in an effort to make the decisions necessary to preserve and perpetuate wealth.

 

Relationships

We, as financial advisors, have a fiduciary responsibility to our clients and put their best interests at the foundation of the planning process. We build long-lasting, successful relationships with our clients by taking the time to identify objectives and life goals. This enables us to provide customized financial plans, update those plans after the completion of a comprehensive review and continually maintain communication through multiple platforms.



Vision

The vision of the firm is to continue to grow and serve clients as independent, fee-based advisors. Our responsibility is to educate and advise clients in an increasingly complex financial world.



To provide objective management of assets by formulating creative solutions and uncovering opportunities in a vast marketplace of financial products and investment styles.



To offer a warm, open and friendly working environment.



Process


By gathering data from clients in a manner consistent with listening to past experiences, it becomes more than just data on a page as a story begins to emerge consisting of real fears, genuine concerns, and true desires regarding family goals.



Then we are able to analyze data, combine the current situation with what we have learned and make suitable recommendations with regard to risk tolerance, time horizon and liquidity needs.



Reviews are done at client's request and are separate from ongoing correspondence which consists of account statements and quarterly performance reports.