Goss Wealth Management

What Goss Wealth Management does

Goss Wealth Management is a privately-held financial advisory firm founded in 1980 by Jerry Goss in New Orleans, Louisiana. The firm operates across four physical locations in Louisiana (Baton Rouge, New Orleans, Shreveport, and Mandeville) and positions itself as a "Family CFO" for high-net-worth individuals and families, providing multi-generational financial planning, investment management, retirement planning, estate planning, education planning, and Social Security/Medicare optimization. The firm has serviced three generations of clients through its multi-generational planning model.

The firm's core product is investment management delivered through its proprietary GWM Model Portfolios, which combine fundamental and technical research across a spectrum of specialized portfolios. Each portfolio has a documented written investment process governing position entry and exit criteria, supported by a dedicated internal investment team that conducts daily portfolio monitoring. Securities are offered through LPL Financial, the nation's largest independent broker-dealer, and investment advisory services are offered through NewEdge Advisors, LLC, a registered investment adviser. The firm maintains FINRA/SIPC compliance through LPL Financial and displays BrokerCheck verification on its website.

Goss Wealth Management generates revenue through recurring investment advisory and financial planning fees on managed client assets, a subscription-style model typical of independent RIAs. Its go-to-market motion is enterprise-style field sales through licensed financial advisors delivering in-person consultations to Louisiana-based HNW families. The firm is led by founder Jerry Goss as Chairman and his son Alex Goss as CEO; Alex Goss simultaneously serves as Co-CEO and Co-Founder of NewEdge Advisors (a subsidiary of NewEdge Capital Group), an affiliation stemming from the 2014 acquisition of the family's $8 billion RIA, Goss Advisors. Customer segments include HNW individuals and families, retirees and pre-retirees, energy/chemical/petroleum-industry executives, and women in transition. The firm has no disclosed proprietary technology platform and operates as a traditional advisory practice.

Name

Goss Wealth Management

Legal name

Goss Wealth Management

Website

https://gosswealthmanagement.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

1–10 employees

Short description

Goss Wealth Management is a private Louisiana-based financial advisory firm founded in 1980 that delivers multi-generational investment management and financial planning to high-net-worth individuals and families across four Louisiana offices, using proprietary GWM Model Portfolios via LPL Financial and NewEdge Advisors.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Investment advisory services
• Financial planning services
• Retirement planning services
• Estate planning services

Headquarters

HQ city

New Orleans

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: The firm generates revenue through investment advisory and financial planning fees for managing client assets. Securities are offered through LPL Financial and investment advisory services through NewEdge Advisors, LLC. Paul V. Perez independently manages over $100 million of assets under management as an independent financial consultant.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Goss Wealth Management provides investment management and multi-generational financial planning services to individuals and families. The firm manages client assets through its proprietary GWM Model Portfolios, which combine fundamental and technical research with written investment processes and daily monitoring by a dedicated investment team. Complementary financial planning services cover retirement planning, estate planning, education planning, Social Security/Medicare decisions, and elder care. Securities are offered through LPL Financial and investment advisory services through NewEdge Advisors, LLC.

Product overview

Goss Wealth Management offers a unified financial advisory service built around its GWM Model Portfolios and comprehensive Financial Planning. The core offering is investment management utilizing specialized model portfolios that incorporate both fundamental and technical research, supported by daily monitoring from an investment team. These model portfolios serve as the foundation, complemented by multi-generational financial planning services that address retirement planning, estate planning, education planning, and related areas. The company operates as a single integrated advisory firm providing both portfolio management and holistic financial planning.

Differentiator

Problem solved

Functional benefit

Products and services

• GWM Model Portfolios Specialized model portfolios that incorporate both fundamental and technical research for managing client assets. Each portfolio has a written investment process determining position entry/exit criteria and maintenance requirements, with daily monitoring by an investment team. Designed for individual and family clients seeking actively managed, research-driven portfolio solutions.
• Investment Management Professional management of client assets using a distinct style combining fundamental and technical research across a broad spectrum of specialized model portfolios. Designed for individuals and families seeking research-driven portfolio management with daily monitoring.
• Financial Planning Comprehensive multi-generational financial planning services covering investment management, retirement planning and funding, estate planning, education planning, large purchase analysis, elder care decisions, and Social Security/Medicare options. Designed for individuals and families seeking integrated, multi-generational wealth stewardship.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities are offered through LPL Financial, the nation's largest independent broker/dealer. GWM joined LPL Financial in 2014 to provide clients with access to a broader array of sophisticated financial and investment planning tools and resources. LPL Financial is a member of FINRA/SIPC.
• NewEdge Advisors, LLCcoreStrategic or Co-development PartnerInvestment advisory services are offered through NewEdge Advisors, LLC, a registered investment adviser. Alex Goss serves as Co-CEO and Co-Founder of NewEdge Advisors. The practice built by Alex and Jerry Goss (Goss Advisors) grew to $8 billion AUM and was acquired by NewEdge Capital Group, rebranded as NewEdge Advisors.
• NewEdge Capital GroupcoreStrategic or Co-development PartnerNewEdge Capital Group is the parent company of NewEdge Advisors. Alex Goss is Co-CEO and Co-Founder of one of NewEdge Capital Group's subsidiaries, NewEdge Advisors. The $8 billion RIA (Goss Advisors) was acquired by NewEdge Capital Group and rebranded as NewEdge Advisors.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Focus Financial Partners: Focus Financial Partners is a leading partnership of independent RIAs serving HNW clients with wealth management, estate, and tax planning — a scaled roll-up competitor to Goss's family-led practice.
• Mariner Wealth Advisors: Mariner is a large national RIA providing comprehensive financial planning, investment management, and estate services to HNW families and individuals, serving the same client segment as Goss but at much greater scale.
• Cerity Partners: Cerity Partners is a national wealth management and advisory firm providing comprehensive financial planning, investment, tax, and estate services to HNW individuals and families — a directly comparable integrated Family-CFO competitor.
• Mercer Advisors: Mercer Advisors is a national RIA focused on HNW households with comprehensive financial planning, estate, tax, and investment management — directly competing with Goss's Family CFO integrated offering.
• Cetera Financial Group: Cetera is one of the largest independent broker-dealer networks supporting financial advisors offering wealth management and planning to HNW clients, comparable to Goss's use of LPL Financial as a broker-dealer infrastructure partner.
• Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., offering comprehensive wealth management, estate, tax, and retirement planning to HNW households — overlapping directly with Goss Wealth Management's integrated Family CFO service offering.
• HighTower Advisors: HighTower is a national RIA platform serving HNW clients with comprehensive wealth management, estate, and retirement planning, often recruiting breakaway advisors from independent broker-dealer firms — a competitive threat and comparable to Goss.
• Edelman Financial Engines: Edelman Financial Engines is a large independent RIA serving HNW households with integrated financial planning, investment management, and retirement advice — a scaled version of Goss's multi-generational planning model.

Direct peers

• Carson Wealth: Carson Wealth is a national RIA and LPL-affiliated wealth management firm focused on multi-generational planning for HNW families, making it a direct comparable to Goss Wealth Management in both channel affiliation and Family CFO-style positioning.
• Sanctuary Wealth: Sanctuary Wealth is an independent wealth platform partnering with breakaway advisors from wirehouses and broker-dealers to deliver HNW multi-family office services, paralleling Goss's LPL-affiliated independent advisor model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/GWMadvisors
• LinkedInlinkedin.com/company/goss-wealth-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Goss Wealth Management