Toll-Free: 800-425-1440Phone: 704-372-4491

www.GCGwm.com9115 Harris Corners Parkway, Suite 250

Charlotte, NC 28269

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BusinessIndependenceFuture

w w w . G C G w m . c o m

TABLE OF CONTENTSWELCOME

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GCG Wealth Management, Inc. is a Charlotte based insurance, retirement, and investment firm with a presence in the area since 1994. Over the years, GCG Wealth Management has evolved with the changing needs of our community and clients. Dennis Howe, founder of GCG Wealth Management built the firm around the philosophy of truly understanding

both the short-term and long-term goals of each individual client. “A football coach doesn’t just put a game plan together for the first quarter and hope the rest of the game works out, nor does a good advisor just put together solutions for the present.”

-GCG Wealth Management

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ABOUT US OUR LOCATIONS 5 REASONS TO PARTNER

OUR VALUE TECHNOLOGY COMPENSATION

OUR STORY NOTES CONTACT US

Here at GCG Wealth Management, we focus on individual clients and small business owners. We have representa-tives in the North Carolina, South Carolina, and Louisiana area dedicated to working directly with the firm’s clients. Once the client’s current situation is fully understood, we work to construct a strategy that both manages current and future risk, while also creating strategies to build wealth.

GCG Wealth Management is a full service business, financial, and estate planning firm which makes available products and services such as: investments, insurance, and tax strategies for individuals, small businesses, corporations, and professional practices. GCG Wealth Management serves people from its offices in Charlotte & Greensboro, NC, Anderson, Greenville, & Charleston, SC,

and Lake Charles, LA. Recognizing that the financial envi-ronment is ever changing, we are committed to providing the most up-to-date advice. GCG Wealth Management is represented by some of the nation’s most successful and knowledgeable financial professionals. Our represen-tatives work with you and your other financial advisors to help develop the most effective, customized alternatives to your insurance, investment, and other financial needs.

With over $500,000,000 in assets and over $1,000,000,000 of life insurance in force, GCG Wealth Management is well positioned for future growth of our firm. Our history has provided us with a solid foundation as we are aggressively looking forward to growth in both business production and expanding the GCG Wealth Management family.

ABOUT US

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Charlotte, North Carolina9115 Harris Corners Parkway, Suite 250Charlotte, NC 28269Phone: 707-372-4491, 800-425-1440

Greensboro, North Carolina2020 S. Holden Road, Suite AGreensboro, NC 27407Phone: 336-834-8990

Anderson, South Carolina210 Timber LaneAnderson, SC 29621Phone: 864-217-8888

Greenville, South Carolina1200 Woodruff Road, A3Greenville, SC 29607Phone: 864-627-5515, 864-270-1720

Charleston, South Carolina5533 Colonial Chatsworth Circle North Charleston, SC 29418Phone: 843-860-5817

Lake Charles, Louisiana625 W. College StreetLake Charles, LA Phone: 337-474-4025

LOCATIONS

5 REASONS TO PARTNER WITHGCG WEALTH MANAGEMENT

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FREEDOM & INDEPENDENCE WITH SUPPORT• No proprietary products• Transparent comparison grid• Recognition trips• Investment and insurance support

TOP TIER STRATEGIC ALLIANCES• Business-building partner Questar Capital• Access to best-in-class insurance and investment carriers• Support from Top Field Marketing Organizations

GROUP BENEFITS AVAILABILITY• 401(k) with contribution match• Health, Dental, LTC, and Disability Insurance• FICA Match

LEAD GENERATION PROGRAMS• Customized marketing strategies for individual producer and or sales team.• Internal wholesaler support• In-house event planning coordinator

FINANCIAL BENEFIT

• Higher payouts of an independent organization while receiving the proven support of a traditional career shop.• Dual focus on wealth and risk management business.• Compensation transparency

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OUR VALUE

ADVISOR CENTRIC

ESTABLISHED

ADAPTIVE

SYNERGY

GCG Wealth Management, Inc. recognizes that there would not be a substantial business without the advisors. With that understanding, GCG Wealth Management strives to continually create a culture that supports each advisor’s success.

GCG Wealth Management has its genesis in life insurance sales dating back to the 1970’s. Current ownership and management of the firm has been congruent since 1994. The firm’s advisors have a continuous record of being highly productive and successful. While proud of past success and current strong earnings, we have dedicated ourselves to an aggressive branding campaign. Our history has provided us with a solid foundation as we are aggressively looking forward to growth in both business production and expanding the GCG Wealth Management organization.

While GCG Wealth Management has strived to maintain a family-feel to our culture, we are a forward looking company that relishes our independence. We foster a strategic relationship with highly-rated and regarded companies, while maintaining our own independence in choosing the companies and services we recommend to our clients.

As times have changed, so have our clients’ and advisors’ needs. GCG Wealth Management has continued to add to our multiple competencies and services. We began as a life insurance firm and have evolved to become a balanced company offering risk and wealth management solutions as well.

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TECHNOLOGY

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TECHNOLOGY AND UPDATES AT GCG WEALTH MANAGEMENT, INCThere are some new technology resources now available to both clients and advisors at GCG Wealth Management.

EXTENSIVE OFFICE SUPPORT

• Licensed support staff and reputable busi-ness managers.• Business process to eliminate any lapse in service in case of emergency.• Expansive budget dedicated to technology and training.

CLIENT ACCESSIBLE PLATFORMS

• Automatic backup and updates of database.• Online storage vault for important documents and information.• Client accessible technology platforms for around-the-clock monitoring.• Immediate access to accounts via website portal.

ENHANCED COMMUNICATION

• Extensive confidential client survey to ensure precise financial planning.• Digital meeting capabilities between advisors and clients.• Transparent presentation of your information that is available any time, day or night.

EXTENSIVE FINANCIAL RESEARCH

• Web-based solutions that provide investment research, sales tools, analysis reports, and portfolio analytics.• Comprehensive wealth planning tools that allow advisors to magnify their financial planning expertise and execute appropriate plans.• Electronic illustrations of future financial expectations.

ABOUT THESE UPDATES

With technology being such an integral and commonplace component of our clients’ everyday lives we want to ensure that we’re offering up-to-date and useful resources to help both our advisors and clients.

COMPENSATION AT GCGWEALTH MANAGEMENT

GCG EMPLOYEE& INDEPENDENT

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INDEPENDENTCONTRACTOR

• W2 employee of GCG Wealth Management for all risk-based busines.

• Questar Capital 1099 contractor for all broker/dealer, IA, and RIA business.

• Housed advisors

• Outside offices

• Payouts based on Letter of Understanding and annual payout grid.

• Access to group benefits offered by GCG Wealth Management.

• Total financial benefit of affiliation calculated annually.

• GCG Wealth Management 1099 for Risk Management production.

• Questar Capital 1099 contractor for all broker/dealer, IA, and RIA business.

• Outside offices

• Letter of Understanding for payouts.

• Total financial benefit of affiliation calculated annually.

OUR STORY NOTES

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The Bonsai tree signifies the stages of life that intertwine to create balance. At GCG Wealth Management, we take every aspect of your financial goals and guide you through the stages of life, whether expected or unanticipated. By way of illustration, the bonsai tree is a reminder of how excited we are to join you on your journey to prosperity and longevity.

THE SIGNIFICANCE OF THE BONSAI

NOTESNOTES

CONTACT

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Toll-Free: 800 425-1440Phone: 704-372-4491

www.GCMwm.com

GCG Wealth Management9115 Harris Corners Parkway, Suite 250Charlotte, NC 28269

Disclosure:

Securities offered through Questar Capital Corporation(QCC), Member FINRA/SIPC. Advisory Services offeredthrough Questar Asset Management (QAM), A registeredInvestment Advisor: GCG Wealth Management is independent of QCC and QAM.

EMPOWERYOUR

BusinessIndependenceFuture

Toll-Free: 800-425-1440Phone: 704-372-4491

www.GCGwm.com9115 Harris Corners Parkway, Suite 250

Charlotte, NC 28269