The integration of BlueChip Financial Advisors serves as the cornerstone for GCG’s expansion into Southern New England. By retaining its established brand identity, the Rhode Island practice will maintain its client-facing operations while GCG assumes responsibility for compliance, trading, billing, and technology infrastructure. This partnership also initiates a formal succession plan, positioning Michael Moretti to lead the firm’s next generation.

GCG now provides advisors with a choice between three distinct operational models: fee-only independent RIA, corporate broker-dealer, and the newly launched hybrid RIA. According to CEO Joel Burris, this flexibility allows the firm to support advisors without forcing them into a standardized mold. The move marks a significant shift in GCG’s national footprint, leveraging the Fidelity relationship to create a scalable path for future partners seeking both operational support and long-term continuity.