Wealth Management Specialists

GRP is not only one of the nations leading group of retirement plan specialists, GRP also provides premiere services to leading Wealth Management Specialists across the country. Retirement Plan Advisors are the trusted resource to plan sponsors, company executives and plan participants. They are the trusted financial resource and looked to for guidance not only within the group retirement plans. For this reason, the Wealth Management division within GRP is the fastest growing area of the firm. The need for financial advice, planning and education is tremendous within our national group. The systems and technology we have built allow our advisors to efficiently and cost effectively service those individual clients no matter their level of assets.

Below are just some of the Resources GRP Wealth Management Focused Affiliates have
access to:


  • Top Level Transition Support
  • Advisor Training
  • Marketing & Branding Support
  • Investment Research Team Access
  • Model Portfolios
  • Asset Based Pricing
  • Financial Wellness
  • Financial Planning Technology
  • Multi-Custodial Relationships
  • TAMP Access
  • Lead Generation
  • Insurance Services & Support

Custodial Arrangements