Planning Process

Advisor Profile

Meet Your Advisory Team... Read more

 

Client Services

Client Services

As a calm, caring, organized professional, I assist in your life goals and incorporate that vision into a comprehensive financial plan with honesty and integrity. Services Include Independent and Confidential Personal Financial Planning concerned with: More detail Read more

 

We Believe In

We Believe In

Our disciplined investment philosophy toward the achievement of our clients' goals involving a balanced investment approach between income and growth utilizing a diversified group of highly rated Professional Money Managers. Read more

 

Mission Statement

Mission Statement

I am working together in partnership with my clients, my staff, HollisWealth and all other independent financial service product providers. I am committed to personal service and professional excellence for each client every day. Read more

 

Testimonials

Testimonials

“Gary has always shown great care and concern for our financial well-being. By taking a comprehensive view of our finances, Gary has prepared us for a lucrative retirement, and has positioned our estate to minimize income tax. Gary has developed a financial plan that meets our unique needs.” Read more

 

Motivational Quotes

Motivational Quotes

“Circumstance does not make the man, it reveals him to himself.” (James Allen) “Being affluent is not a luxury, but a necessity in the future.” (Richard Worzel, CFA) Read more

 

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