Broker Check
G. (Benji) Gross CLU®, ChFC®,AIF®

G. (Benji) Gross CLU®, ChFC®,AIF®

Managing Partner

"Everyone has dreams and goals for their families, themselves, and their business. I believe in not only helping my clients achieve their financial goals but also plan for those events in life that can derail those goals.

I'll provide dedicated service to help you create and execute a strategy based on your specific objectives."

Background
Gary has been in the financial services industry since 1994. He founded Blueridge Wealth Solutions. Gary works with both individual and business clients. He helps his clients with retirement income strategies, wealth management, and risk management planning.

Gary offers both individual and business clients guidance with wealth transfer and estate planning strategies. He gives guidance to businesses on business owner exit planning and key employee planning. Over the years he has implemented 401(k) and key employee deferred compensation plans. He can also assist with life, disability income, and long-term care insurances planning.

Education & Credentials
Gary earned his degree in Accounting from The University of Texas at Austin in 1992.
He achieved his, in 1998. He has earned Chartered Life Underwriter® (CLU®), and the
Chartered Financial Consultant® (ChFC®) professional designations from The
American College Financial Services®. Through FI360 he has earned his Accredited Investment Fiduciary® (AIF®) designation. Gary is FINRA Series 6, 63, 7, and 65
securities registered, and holds an NC state life and health insurance license. He is a
past board member of the Raleigh Financial Planning Association., and a current
member of the Society of Financial Services Professionals.