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Financial Planning PortalFinancial Advisor & Wealth Manager in Reno
GK Wealth Management is a fee-only fiduciary financial advisor and wealth manager in Reno for business owners, executives, retirees, and families who want retirement planning, investment management, and tax-aware advice coordinated in one place. Our SEC-registered RIA team at 98 Winter Street manages $330M and connects investment management, retirement planning, tax strategy, insurance, estate considerations, and business succession into one coordinated plan.
Quick Answer
What is GK Wealth Management?
GK Wealth Management LLC is a Reno-based, fee-only fiduciary Registered Investment Adviser and wealth manager headquartered at 98 Winter Street. The firm manages $330M for business owners, executives, retirees, and high-net-worth families who want financial planning, investment management, retirement income, tax strategy, insurance, estate considerations, and business-owner planning coordinated by one advisory team.
Fiduciary Commitment
We Put Your Interests First.
Trust & Integrity
Highest ethical standard in every interaction.
Team Approach
Collaborative expertise across all disciplines.
Personalized Plans
No cookie-cutter solutions — ever.
Who We Are
Reno's Fee-Only Financial Planning Firm Built on Purpose
At GK Wealth Management, our fiduciary financial advisors and financial planners believe a strong planning process is the foundation for financial security. We create tailored financial plans for clients whose financial lives are complex: business owners preparing for succession or a sale, executives managing concentrated wealth, retirees designing income, and families coordinating investments, taxes, insurance, and estate considerations.
Comprehensive Financial Planning
Financial planning, retirement planning, tax strategy, business exit planning, insurance, estate coordination, and delegated investment management — all under one roof with one dedicated wealth manager.
Client-Aligned Advice
As a fee-only fiduciary investment advisor, our recommendations are built around your goals, planning needs, and long-term financial interests, with services, fees, and potential conflicts disclosed in our ADV and CRS.
Education-First Philosophy
We support and educate every client with the highest levels of trust, integrity, and respect.
What We Do
Integrated Wealth Management & Financial Planning Services
Every service from our Reno fiduciary financial advisors and wealth managers is customized to your goals, risk tolerance, and life stage.
Comparing local firms? Start with our guides to choosing a financial advisor in Reno, evaluating wealth management firms in Reno, and building a retirement planning strategy in Reno.
Financial Planning Design
Tailored financial plans from experienced financial planners protecting your present needs while building a clear roadmap toward your future goals.
Learn more →Investment Portfolio Architecture
Custom investment advisor portfolios aligned with your unique goals, risk tolerance, and time horizon — no templates, no conflicts.
Learn more →Insurance & Risk Structuring
Comprehensive protection strategies that shield your wealth, business, and family from unexpected risk.
Learn more →Business Owner Planning
Specialized wealth management strategies for succession, exit, and the unique financial challenges business owners face.
Learn more →Tax Efficiency Strategies
Proactive tax planning that optimizes your wealth picture and keeps more money working for you.
Learn more →Retirement Solutions
Accumulate, preserve, and distribute your retirement assets with confidence, clarity, and a plan built by a dedicated financial planner.
Learn more →How We Work
Our Four-Step Financial Planning Process
Discovery
Our financial advisors listen deeply to understand your goals, values, current situation, and what financial success truly means to you.
Analysis
A thorough review of your finances — investments, taxes, insurance, and estate — to identify gaps and opportunities.
Strategy
A customized, integrated wealth management plan with clear action steps, tailored specifically to your unique circumstances.
Ongoing Review
We meet regularly to monitor progress, adapt to life changes, and ensure your financial plan evolves with your goals.
Common questions
Where is GK Wealth Management located?
GK Wealth Management is located at 98 Winter Street, Reno, NV 89503. The firm serves clients throughout Reno, Sparks, Carson City, Lake Tahoe, and the broader Northern Nevada region. Meetings can be held in person at the Reno office or virtually for clients elsewhere in the country.
Is GK Wealth Management a fiduciary?
Yes. GK Wealth Management is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (CRD #296847), which means the firm is held to a fiduciary standard when providing investment advisory services. The firm is fee-only, independent, and transparent about services, fees, and potential conflicts in its Form ADV and Client Relationship Summary.
Who does GK Wealth Management work with?
The firm works primarily with business owners, professionals, and families in Northern Nevada who have accumulated meaningful wealth and need integrated advice across investments, tax planning, retirement, insurance, and business succession. Clients typically have complex financial situations where coordinated planning across multiple disciplines adds measurable value.
How does GK Wealth Management charge?
GK Wealth Management is a fee-only advisor with a tiered advisory fee schedule that decreases as assets under management grow. Fees apply only to the portion of assets within each bracket — not to the entire balance — resulting in a blended rate that scales down with larger portfolios. Services, fees, and potential conflicts are disclosed in the firm’s Form ADV and Client Relationship Summary (Form CRS).
How do I choose a financial advisor in Reno?
Start by confirming fiduciary status, fee structure, local office presence, planning depth, and whether the advisor coordinates retirement planning, tax strategy, investment management, insurance, estate considerations, and business-owner planning. GK Wealth Management is a fee-only fiduciary RIA headquartered in Reno for households that want those decisions coordinated together.
What does a wealth manager do for Reno families?
A wealth manager coordinates investment management with retirement income, tax planning, estate considerations, insurance, cash-flow decisions, and family or business-owner goals. For Reno and Northern Nevada families, that can include Nevada tax planning, California-to-Nevada transition issues, concentrated wealth, and retirement distribution strategy.
Do I need retirement planning before I retire?
Yes. The years before retirement are often when Social Security timing, Roth conversions, portfolio risk, Medicare decisions, cash reserves, and tax-aware withdrawal planning matter most. A retirement planning advisor can help test scenarios before retirement decisions become permanent.