Wagner-Buffie Wealth Joins GCG Advisory Partners Family
Wagner-Buffie Wealth Joins GCG Advisory Partners
We are thrilled to announce that Wagner-Buffie Wealth has officially joined the GCG Advisory Partners family. As a planning platform dedicated to advisor acquisition and its hybrid Partnered Independence strategy, GCG is unwavering in its commitment to providing the highest quality of service and expertise to its clientele.
Team Expertise and Growth Potential
Shane Wagner and David Buffie, the co-founders of Wagner-Buffie Wealth, previously associated with Wells Fargo, bring forth an impressive portfolio of over $150 million in assets under management. Their mission is clear: to deliver personalized and tailored financial plans that cater to the unique needs of their clients.
Why They Chose GCG Advisory Partners
Shane Wagner shared their rationale: "We chose GCG Advisory Partners because they offer unparalleled support and a collaborative team environment while still allowing us to run our practice the way we want to. This partnered-independence dynamic will significantly benefit our clients and provide the backing we need to achieve remarkable growth together." This sentiment reflects their strategic vision for the future and the potential that lies ahead.
GCG's Commitment to Growth
At GCG, we proudly affirm that our acquisition and lead generation platform for mid-career advisors will be crucial in fueling Wagner-Buffie Wealth’s growth. This partnership aims to enhance the innovative solutions and services offered to clients as they evolve.
Leadership Insight
Joel Burris, President and CEO of GCG Advisory Partners, expressed his enthusiasm: "We are excited to partner with Shane and David, building on the strong foundation they have established. With GCG's support, there's no limit to what they can achieve as a team." This partnership symbolizes a critical step in recognizing the shared goals between both teams.
Looking Forward to Future Achievements
Joey Hagner, Chief Growth Officer at GCG Advisory Partners, highlighted the trend of advisors seeking both ownership and support, stating, "Partnering with incredible teams like WBW continues to prove that more and more advisors want both, ownership and support. Advisors shouldn't have to choose between the two." This progressive view underlines GCG's dedication to cultivating environments where advisors can thrive while maintaining their independence.
Together, we look forward to achieving remarkable growth and continuing our commitment to providing exceptional service to our clients.
Frequently Asked Questions
What is the significance of Wagner-Buffie Wealth joining GCG?
The partnership enhances both teams' reach and capabilities, expanding service offerings for clients with an impressive asset management background.
Who are the key personnel at Wagner-Buffie Wealth?
Shane Wagner and David Buffie co-founded the firm, bringing tremendous expertise from their previous roles at Wells Fargo.
What is GCG's philosophy regarding advisor independence?
GCG values a hybrid Partnered Independence model, allowing advisors to maintain their autonomy while receiving critical support for growth.
How will this partnership impact existing clients?
The collaboration will lead to enhanced services and innovative financial solutions tailored to meet evolving client needs.
What are the future plans for Wagner-Buffie Wealth?
The firm aims to leverage GCG's resources and platform to achieve significant growth while continuing to provide exceptional service.
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