The Strategic Partners of GTG Wealth Management

Efficient Advisors, LLC (Efficient) is an independent registered investment advisory offering discretionary asset management, back office services, integrated marketing and branding strategies all aimed at assisting financial professionals to operate efficiently and in the best interests of their clients. 


IShares Funds are the world's largest family of ETF's (Exchange Traded Funds).  The Company responsible for IShares ETFs is Barclays Global Investors (BGI), which created the world's first index strategy more than 30 years ago.  Today, BGI is one of the largest asset managers in the world, trusted by thousands of institutional investors with the retirement savings of millions of people.

Vanguard is United States investment management company that manages approximately $1 trillion in assets, based in Malvern, Pennsylvania . It offers mutual funds and other financial products and services to individual and institutional investors in the United States and abroad. Founder and former chairman John C. Bogle credited with the creation of the first index fund available to individual investors, the popularization of index funds generally, and driving costs down across the mutual fund industry.


WisdomTree is an investment management company founded on the academic research of Jeremy Siegel of The Wharton School of Business.  The WisdomTree Dividend Index Family consists of indexes from the United States, the international developed world, a global index and the emerging markets. It includes size based segments for the United States and International developed world (large cap, mid cap, and small cap), as well as regional indexes (Europe, Japan, and Pacific ex-Japan). The international dividend index family also includes sector indexes and small cap indexes for Europe, Japan, and the Emerging Markets.

GTG Wealth Management NEVER holds client assets but uses the services of a third party custodian. TD AMERITRADE Trust Company (TDATC) is a wholly owned subsidiary of TD AMERITRADE Holding Corporation that offers asset custody, trust and comprehensive back-office support services for a wide range of plan types, including:

  • 401(k)s
  • 403(b)s
  • ESOPs
  • 457 plans
  • Defined benefit plans
  • Non-qualified plans
  • Charitable trusts
  • VEBAs

TD Ameritrade services institutional clients only, working strictly in the interests of our professional partners, including third-party administrators (TPAs), recordkeepers and investment advisors. TD currently works with over 80 independent firms located around the country and administers approximately 2,400 retirement and custodial plans with assets valued at over $11 billion.