Wagner-Buffie Wealth Joins GCG Advisory Partners
We are excited to share that Wagner-Buffie Wealth has officially become part of the GCG Advisory Partners family. GCG is a planning platform focused on advisor acquisition and its innovative Partnered Independence strategy, demonstrating a strong commitment to delivering top-notch service and expertise to its clients.
Team Expertise and Growth Potential
Shane Wagner and David Buffie, the co-founders of Wagner-Buffie Wealth, who previously worked with Wells Fargo, bring a remarkable portfolio of over $150 million in assets under management. Their goal is straightforward: to create personalized financial plans that address the specific needs of each client.
Why They Chose GCG Advisory Partners
Shane Wagner explained their decision: "We chose GCG Advisory Partners because they provide unmatched support and a collaborative environment while allowing us to manage our practice in our own way. This partnered-independence approach will greatly benefit our clients and give us the necessary support to achieve significant growth together." His words reflect their strategic vision and the exciting opportunities that lie ahead.
GCG's Commitment to Growth
At GCG, we are proud to emphasize that our acquisition and lead generation platform for mid-career advisors will play a vital role in driving the growth of Wagner-Buffie Wealth. This partnership is designed to enhance the innovative solutions and services available to clients as they progress.
Leadership Insight
Joel Burris, President and CEO of GCG Advisory Partners, shared his excitement: "We are thrilled to partner with Shane and David, building on the solid foundation they have created. With GCG's support, there are no limits to what they can achieve as a team." This partnership marks an important step in aligning the shared goals of both teams.
Looking Forward to Future Achievements
Joey Hagner, Chief Growth Officer at GCG Advisory Partners, pointed out the trend of advisors seeking both ownership and support, stating, "Partnering with outstanding teams like WBW shows that more advisors want both ownership and support. Advisors shouldn't have to choose between the two." This forward-thinking perspective highlights GCG's commitment to fostering environments where advisors can flourish while retaining their independence.
As we move forward together, we are eager to achieve remarkable growth and continue our dedication to providing exceptional service to our clients.
Frequently Asked Questions
What is the significance of Wagner-Buffie Wealth joining GCG?
This partnership enhances the capabilities and reach of both teams, broadening the range of services available to clients with a strong asset management background.
Who are the key personnel at Wagner-Buffie Wealth?
Shane Wagner and David Buffie are the co-founders of the firm, bringing extensive expertise from their previous experiences at Wells Fargo.
What is GCG's philosophy regarding advisor independence?
GCG promotes a hybrid Partnered Independence model, enabling advisors to retain their autonomy while benefiting from essential support for growth.
How will this partnership impact existing clients?
The collaboration will result in improved services and innovative financial solutions tailored to meet the evolving needs of clients.
What are the future plans for Wagner-Buffie Wealth?
The firm intends to utilize GCG's resources and platform to achieve substantial growth while continuing to deliver exceptional service.
