Charles Schwab
Financial Planning PortalAbout GK Wealth Management
A fee-only, fiduciary wealth management firm built on purpose — serving business owners and families in Reno since 2014.
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 designed to protect your present needs and secure your future.
Comprehensive Financial Planning
Tax strategy, retirement, business ownership, insurance, and investment management — all under one roof with one dedicated wealth manager.
Client-Aligned Advice
As a fee-only 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 Drives Us
Our Core Values
Everything we do flows from a simple belief: your financial life deserves dedicated fiduciary expertise.
Fiduciary Always
We are required to act in your best interest when providing investment advisory services. Every recommendation is guided by your goals, with services, fees, and potential conflicts disclosed in our ADV and CRS.
Radical Transparency
You should know what you're paying, what you're getting, and why we're recommending it. Services, fees, and potential conflicts are disclosed in our ADV and CRS.
Long-Term Thinking
We don't chase short-term trends. Our advisors build durable strategies designed to compound over decades — through market cycles, life changes, and everything in between.
True Partnership
We work alongside you, not just for you. Your advisor is a dedicated partner who knows your goals, your family, and your vision for the future.
Education First
An informed client is an empowered client. We take the time to explain every strategy, every decision, and every trade-off so you can move forward with confidence.
Independent & Unconflicted
As an independent RIA, we have no parent company, no quota, and no product shelf to push. Our independence is your advantage.
Who We Serve
Built for Business Owners & High-Net-Worth Families
We specialize in serving clients whose financial lives are complex, interconnected, and high-stakes. Our minimum for new client relationships is $1 million in investable assets.
Business Owners & Entrepreneurs
Your business is likely your largest asset — and your biggest planning challenge. We help you navigate succession planning, exit strategies, tax efficiency, and the transition from business wealth to personal wealth.
High-Net-Worth Families
Families with $1M+ in assets need more than investment management. We coordinate your investments, insurance, estate plan, and tax strategy into a single, coherent financial picture.
Pre-Retirees & Retirees
The decade before and after retirement is the most consequential period of your financial life. We help you transition from accumulation to distribution with confidence and a clear income strategy.
Executives & Professionals
Equity compensation, deferred income, concentrated stock, and complex tax situations require specialized expertise. We help executives unlock the full value of their compensation package.
Ready to Work with a Reno Financial Advisor?
Schedule a complimentary, no-obligation consultation with our wealth management team today.