G2 Capital Management

G2 Capital Management is a boutique investment advisory and wealth management firm located in Columbus, Ohio. We provide fee-only investment management, financial planning and family office services to high net worth individuals, families, and business owners. We are driven by a simple yet powerful mantra: transform the financial lives of our clients from complicated to clear. Our process begins with a detailed understanding of our client’s goals and current financial situation. We then analyze our client’s financial data and develop an ongoing financial plan and recommendations to help our clients achieve their financial goals. Service Offerings Investment Management Provide and manage investment portfolios Establish client risk/return profile Prepare Investment Policy Statement Determine asset allocation strategy Ongoing investment portfolio monitoring, including rebalancing, reporting and tax loss harvesting Wealth Management Establish goals and data organization Investment Management services G2 Wealth Management System - real time personal net worth statement and electronic vault Develop and maintain comprehensive financial plan covering cash flow and retirement planning, insurance, education savings and tax planning Coordination of income tax return preparation and estate planning Family Office Advisory Services Investment and Wealth Management services Consolidated performance reporting for all marketable securities investment accounts Personal Chief Tax Officer services Private deal access and analysis Family meeting facilitation and education Charitable planning Business sale planning

Address: 1600 West Lane Avenue, Suite 270, Columbus, OH 43221, USA

Phone: +1 614 484 1400
FAX: +1 614 484 1400