# GFP Wealth Management

GFP Wealth Management is a Bank / Wealth / Trust based in Thousand Oaks, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Thousand Oaks, United States
- **Region:** North America
- **Address:** Thousand Oaks, CA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.goyettefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/stephan-goyette-3028aa1a

## Regulatory record

- **CRD number:** 133566
- **SEC file number:** 801-127509
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-10T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133566

## About

GFP Wealth Management was founded in 2005 in Thousand Oaks, California, as a registered investment advisor serving individuals, high-net-worth families, and business owners. The firm operates under the Goyette Financial name, offering an integrated suite of wealth management services that combines portfolio management with financial planning, tax strategy, and estate planning — a bundled approach characteristic of independent fiduciary RIAs that compete with bank trust departments and wirehouse private-wealth divisions. The firm's investment posture spans public equities and fixed-income securities, managed within customized portfolios for each client rather than through proprietary commingled funds. Client assets are custodied at third-party institutions. GFP's geographic footprint concentrates on coastal California — primarily Ventura County and northern Los Angeles County — where it serves a base of local entrepreneurs and professionals. The firm does not publicly market venture capital, private equity, or direct real estate investment programs, positioning itself as a conservative steward of liquid wealth rather than an alternatives platform. GFP Wealth Management maintains a deliberately lean operation — a single-office RIA in Thousand Oaks with no disclosed satellite locations. The firm has not announced acquisitions, team expansions, or new service-line launches in public filings over the last 24 months. Its Form ADV filings reflect standard advisory services for individual and high-net-worth client segments. No adjacent philanthropic foundation, family-office co-investment club, or operating business spins out of the RIA structure. Structurally, GFP differs from multi-family offices and large aggregator RIAs by remaining a closely held, founder-driven practice. For a Thousand Oaks family seeking an advisor who sits across both investment management and estate tax coordination, GFP's architecture offers an alternative to the siloed teams at national broker-dealers.

## Questions

### Who runs investment decisions at GFP Wealth Management?

GFP Wealth Management operates as a founder-led registered investment advisor under the Goyette family name. Investment decisions and portfolio construction are handled internally by the firm's principals, who serve as fiduciaries to individual and high-net-worth clients. The firm has not disclosed a separate investment committee or external sub-advisor relationships.

### How does GFP structure its advisory relationships?

GFP Wealth Management operates on a fee-based advisory model as a fiduciary RIA, meaning it is legally obligated to act in clients' best interests. Client assets are custodied at unaffiliated third-party custodians — a standard structure for independent RIAs that separates advisory and custody functions.

### What client types does GFP Wealth Management serve?

GFP's stated client base includes individuals, high-net-worth individuals, families, and businesses. The firm's location in Thousand Oaks positions it to serve concentrations of wealth in Ventura County and the northwest Los Angeles suburbs, where professional services firms and local business owners represent a natural client pipeline.

## Related profiles

- [GFM Wealth Advisory](https://altss.com/profile/gfm-wealth-advisory)
- [GFS Wealth Management Advisors](https://altss.com/profile/gfs-wealth-management-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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