Gsv Capital Assets Advisory

Financial planning built for investors

Get one-on-one financial planning from our team of advisors specialized in aligning your stock options with your financial goals.

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A financial plan that ignores equity is no plan at all

Most wealth advisors don’t understand how stock options fit into a financial plan. Good thing we’re not most wealth advisors. Your equity is the gateway to potential wealth. Our team is uniquely equipped to paint a full financial picture that includes your equity so you can maximize your financial potential.

Gsv Capital Assets Wealth

Next, let's protect and grow your money

Financial planning with a focus on equity

We’ll help you build a plan for home ownership, retirement, your kid’s education, passion projects, and whatever’s important to you.

Estate planning, taxes, and insurance

You’ll have access to opt in to services from a coordinated team of reputable advisors to help you with your taxes, estate planning, and insurance.

Investment management

We regularly monitor and rebalance your portfolio using modern investment solutions to protect and grow your hard-earned wealth.

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Build your wealth

Designed for today. Built for tomorrow.

Most investors aren’t millionaires, but you still need sound investment advice.

We personalize our advice and recommendations to help you achieve your goals.

You can get exclusive access to private market investments.

Never be blindsided - you’ll have access to a modern platform that provides a holistic view of your net worth and all your assets, including your equity.