Financial Gravity Companies, Inc. Announces Executive Appointments
March 16, 2021 at 06:00 am
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Financial Gravity Companies, Inc. has closed on an Agreement and Plan of Merger with Vestus Group, and its affiliate, NCW Group, both located in Carmel, California. Mark Williams will become Financial Gravity's EVP of Operations and will be instrumental in helping to document, systematize, and automate all company processes in order to provide the best possible experience for all. Bryce Hamilton will become EVP of Distribution and will be responsible for building out the internal channels of distribution across all of the Financial Gravity companies in order to bring a more cohesive set of offerings to all constituents. Both executives bring decades of experience in wealth management and investing, tax planning, estate planning, insurance, employee benefits and business consulting.
Financial Gravity Companies, Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. It helps tax professionals evolve from the commoditized business of tax compliance to a Family Office Director that runs and manages their own multi-family office. Its subsidiaries include Financial Gravity Asset Management, Inc. (FGAM), Financial Gravity Enhanced Markets, LLC (FGEM), Tax Master Network (TMN), and Financial Gravity Family Office Services, LLC (FGFOS). FGAM is a registered investment advisor (RIA) that provides asset management services to individuals and businesses. FGEM is an insurance marketing organization and provides insurance products and services to insurance agencies. TMN provides tax services, including its Tax Blueprint system, which identifies strategies for lowering the client's taxes. FGFOS is an RIA that offers financial planning, and wealth management services to clients through investment advisors.