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Thank you to all that voted for GSB Wealth Management in the 2020 ZIP06 Shoreline Community Awards!
GSB Wealth Management, is proud to have been chosen Best Financial Services Firm in the 2020 ZIP06 Best on the Shoreline Community Choice Awards. |
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Check out our latest article by Chris Abely, CFA & CIO of GSB Wealth speaking to what it means to be a Conservative Investor Today!
CTMA Wealth has joined forces with GSB Wealth Management
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GSB Wealth Management, a Registered Investment Adviser, has been providing customized investment advice and portfolio solutions since 1999. CTMA is known for its depth of knowledge, industry experience and customer service. By combining forces, GSB Wealth Management and CTMA look forward to expanding our powerful suite of financial solutions.
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News & Insights
GSB Wealth Management Acquires CTMA, Adding $198 Million in Assets Under Management
GUILFORD, CT — GSB Wealth Management, LLC (GSBWM), a Registered Investment Adviser and wholly owned subsidiary of GSB has acquired the assets of CTMA Wealth Management (CTMA), an East Haven, CT-based Registered Investment Adviser with $198 million of client assets under management. Chris Abely, CTMA’s founder, will become GSB Wealth Management’s Chief Investment Officer.
The acquisition brings CTMA’s financial planning, tax planning, executive benefits, and corporate retirement expertise to GSBWM, helping to better serve clients (individuals, small businesses and credit unions) and opens the door to new capabilities for its parent company, GSB, a CT-based financial institution. “That’s not something we did previously so we’re excited to offer that, and it aligns very well with the commercial banking clients of GSB,” said Ken Russell, President and CEO of GSB Wealth Management. “For the bank itself, it can now broaden and deepen relationships with commercial clients by offering retirement planning.” Read more.
GUILFORD, CT — GSB Wealth Management, LLC (GSBWM), a Registered Investment Adviser and wholly owned subsidiary of GSB has acquired the assets of CTMA Wealth Management (CTMA), an East Haven, CT-based Registered Investment Adviser with $198 million of client assets under management. Chris Abely, CTMA’s founder, will become GSB Wealth Management’s Chief Investment Officer.
The acquisition brings CTMA’s financial planning, tax planning, executive benefits, and corporate retirement expertise to GSBWM, helping to better serve clients (individuals, small businesses and credit unions) and opens the door to new capabilities for its parent company, GSB, a CT-based financial institution. “That’s not something we did previously so we’re excited to offer that, and it aligns very well with the commercial banking clients of GSB,” said Ken Russell, President and CEO of GSB Wealth Management. “For the bank itself, it can now broaden and deepen relationships with commercial clients by offering retirement planning.” Read more.
Communities We Serve
Business SolutionsWe help businesses grow and thrive, which allows you to focus on what you do best - taking care of your customers.
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Individual InvestorsAs a fiduciary, we are more than just advisors. We are your partner in the growing your future.
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Credit UnionsWith our extensive credit union experience, our expertise is your secret advantage.
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About CTMA
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CTMA is all about Smart, Simple Solutions. We are your source for a wide range of solutions from advisory services and asset management to executive benefits and 401(k) plans. Honesty and transparency is our business model.
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About GSB Wealth Management
Your financial well-being is our mission and we take the time to assist you in defining your financial goals and priorities. Whether that’s to fund a financially independent retirement, realize the fruits of your philanthropic endeavors, provide ongoing support for loved ones or stretch your personal horizons and experiences; we’ll be with you at each step of the journey. If you’re considering, or experiencing, a significant life event; retirement, divorce, the sale of a company, or the passing of a loved one, we have the experience that can help you. Only by first understanding your unique financial and personal circumstances can we create a financial course of action that will serve as the focal point to accomplishing your goals.
