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Planning Process
Client Services
As a calm, caring, organized professional, I assist in your life goals and incorporate that vision into a comprehensive financial plan with honesty and integrity. Services Include Independent and Confidential Personal Financial Planning concerned with: More detail Read more
We Believe In
Our disciplined investment philosophy toward the achievement of our clients' goals involving a balanced investment approach between income and growth utilizing a diversified group of highly rated Professional Money Managers. Read more
Mission Statement
I am working together in partnership with my clients, my staff, HollisWealth® a trade name of Investia Financial Services Inc. and all other independent financial service product providers. I am committed to personal service and professional excellence for each client every day. Read more
Testimonials
“Gary has always shown great care and concern for our financial well-being. By taking a comprehensive view of our finances, Gary has prepared us for a lucrative retirement, and has positioned our estate to minimize income tax. Gary has developed a financial plan that meets our unique needs.” Read more
Motivational Quotes
“Circumstance does not make the man, it reveals him to himself.” (James Allen) “Being affluent is not a luxury, but a necessity in the future.” (Richard Worzel, CFA) Read more
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News
- May 18: : ‘There’s just not that same social mobility’: First-generation college graduates still lag behind their peers financially
- May 18: The Moneyist: I’m worth $3 million, and separating from my much wealthier partner of 33 years. What kind of financial settlement can I expect?
- May 18: : Divorce attorneys are bracing for exes battling over giving kids the COVID-19 vaccine