We're Here to Help

Let's Connect.

Whether you have a quick question or you're ready for a conversation, our team is just a call away. Reach out directly or find the right team for what you need.

Choose Your Team

Which Team Can Help You?

Each brand has its own dedicated team. Pick the one that best matches what you're looking for.

Private Wealth Membership
GV Family Office
Comprehensive financial guidance for families who want their money to work for them — built around the life you actually want to live.
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Monthly Income Fund
GV Cash Flow Fund
Consistent monthly income backed by a diversified portfolio of assets — designed for retirees and income-focused investors.
Contact Cash Flow Fund →
Real Estate Fund
GV Wealth Fund
A real estate–backed fund focused on long-term wealth growth through carefully selected, income-producing properties.
Contact Wealth Fund →
Articles
Insights Articles on wealth, markets & the dollar
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The Orchard The one article that explains how we think
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Our Why Mike's story — and why we serve physicians
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Direct Contact

Reach Us Directly

Call or Text
(515) 400-3013
Available Monday–Friday during business hours.
Email Us
[email protected]
We typically respond within one business day.