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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.