global financial private capital

Holistic, comprehensive wealth management solutions

Supporting you and your clients of significant wealth


quick facts
  • You have the ability to offer your clients the same institutional money management often reserved for the privileged elite
  • A partnership with the industry’s best at Advisors Excel and Global Financial Private Capital

To create holistic, comprehensive wealth management solutions for today’s clientele, you need the whole “financial universe” at your fingertips. Whether your clients are seeking traditional retirement planning and active asset management or estate planning, risk management and income tax minimization, you need access to the tools and vehicles to form a sound plan for the days ahead.

Fully integrated wealth management services

To support those looking to offer this level of holistic service to their clients, Advisors Excel has aligned with Global Financial Private Capital – a leading Registered Investment Advisory firm and provider of comprehensive, fully integrated wealth management services to clients of significant net worth. As an independent advisor with GFPC, you have the ability to offer your clients the same institutional money management often reserved for the privileged elite. Your clients have worked their entire lives to build their nest eggs. We feel they’ve earned the right to access the same resources affluent individuals and institutions have used grow their wealth for decades. This privileged access is brought to your clientele because of the quality of your practice and your partnership with the industry’s best at Advisors Excel and Global Financial Private Capital.

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Producers should encourage clients to consult their tax and/or legal professional for guidance with their individual situation when dealings with tax and legal matters.

Partnership with GFPC is available to dually licensed producers for all services. GFPC provides partnership to insurance-only producers on a case-by-case basis. Additional fees may apply.
GFPC
The whole “financial universe”—at your fingertips



Designed for financial professional use only – not intended for consumers.