FREE LIFE INSURANCE QUOTE
Enter your date of birth to get started.
Planning Process
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
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
I am working together in partnership with my clients, my staff, HollisWealth® a trade name of Investia Financial Services Inc. 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
“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
“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
Book a meeting
My Account Login
News
- Oct 26: The Moneyist: I make $140K a year. I’m trying desperately to help my half siblings: 2 are refugees in Turkey, 3 are in Syria. But how?
- Oct 26: : Crisco to be sold to Baker’s Joy maker in deal worth $550 million
- Oct 26: The Margin: Bond billionaire Bill Gross allegedly blasted the ‘Gilligan’s Island’ theme on loop during dispute with neighbors