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Wealth Management

We manage your finances while you manage your time.

Wealth Management Process

All current and prospective clients answer a risk profile quiz to help understand the investments that will work best for them. In general, our advisors believe in managing volatility in an effort to help produce greater results over a longer period. Also, to help keep you on track, we hold regular meetings to review assets and make changes when necessary.

A Complete Suite of Services

Our financial advisors offer cash, asset, risk, and lifestyle management for high net worth individuals, employees, and executives. Due to the relationships and experience we have, we’re able to provide a collection investment, business, tax, insurance, and estate planning for clients without compromising quality of services. Garnett Retirement Group focuses on comprehensive financial plans to ensure that your needs are being addressed today and in the future.

We can help manage and retain your wealth.


Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through Global Retirement Partners (GRP), a registered investment advisor. GRP and Garnett Retirement Group are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: DC, FL, KS, MN, NC, NV, TN, VA.

Awards Disclosures

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