GCB Private Wealth

GCB Private Wealth, LLC is a fee-only private wealth advisory firm founded by Brad Bolnick. The practice provides wealth planning, portfolio management, and concierge-style service for executives, entertainers, and entrepreneurs, and also works with employers on 401(k) and 403(b) plans, including fiduciary coverage described as 3(38) on the firm site.

As an independent advisory firm, GCB states that it works exclusively for clients rather than a product manufacturer. Planning themes on the homepage include spending less than one earns, organizing finances, protecting assets, setting goals, limiting unhelpful debt, understanding risk, diversifying and rebalancing, remaining tax aware, and planning for the unexpected. The firm also discusses aligning portfolios with values and lifestyle and managing income and expenses to support current and future spending.

This directory profile covers GCB’s fee-only wealth-advisory and workplace-retirement work. It is a planning-oriented RIA-style practice rather than an alternative-investment sponsor.