AdvisorVoices Trailer - Jerry & Alex Goss

Jerry Goss, Managing Partner of Goss Wealth Management, was looking for a firm to help him achieve his vision of independence, including a succession plan that gave his clients peace of mind. LPL Financial worked with Jerry and his son, Alex, to create a succession plan that maintains the cohesive vision and investment philosophy that their clients desire.

Learn how to create a succession plan to help fully realize your practice’s value and ensure continuity on your terms by downloading our white paper, “A Plan of Your Own”

LPL Financial and GWM Advisors are separate entities.