Who You'll Have In Your Corner

Tom Poltersdorf, CFP®

Founder

At GT Wealth, financial planning isn’t just about numbers. It’s about people. I started this firm because I’ve seen firsthand how the traditional, transactional approach to financial advice leaves clients feeling like just another file in a cabinet. I wanted to create something different. A process focused on what truly matters: your life, your family, and your vision for the future.

The name GT Wealth holds personal meaning for me. It stands for Guidance and Trust, which are the two pillars of how we work with clients. But it also represents my greatest inspirations: my children, Gabi and Thomas. Just like I want to set them up for a life of purpose, security, and freedom, I want the same for you.

My passion for financial planning was shaped early in my career when I noticed that too many people were being handed generic advice and cookie-cutter plans. Most were missing the real questions: What do you truly want out of life? What legacy do you want to leave? This is why I started GT Wealth.

Who We Work With

If you're reading this, you're probably looking to make some changes. Over the years I've resonated with helping successful families and business owners who are ready to move beyond the noise of financial jargon and into a clear, values-driven approach. My clients are often at a crossroads, ready to stop waiting and start living. They’re looking for a trusted partner who listens first, acts second, and is always focused on their success.

At GT Wealth, your story is the center of everything we do. You’ll never feel like just another client. You’ll have a real plan, built around what you care about most—your family, your freedom, and the future you envision. Because your life isn’t templated. Your plan shouldn’t be either.

How We Work

Our signature planning process, GT LifePath, is designed to help you align your wealth with your purpose, so you can build a life you never want to retire from. We start by understanding your unique story and goals, then craft a strategy that maximizes your freedom, minimizes financial stress, and adapts as your life evolves.

See Our Process