From Bridge Street to Wall Street!

By Christian Wayne, Editor-at-Large

Predictable growth and peace of mind are two attributes we all strive for, be it in our personal lives, our careers or our financial goals. But when it comes to the latter, predictable growth and peace of mind may seem like competing results, don’t you think? Well, not if you ask independent senior financial advisor Don Gross!

“We’re bringing Bridge Street to Wall Street” was the message Gross shared with his intimate gathering of curious Saint Lucian Baby Boomers and Gen-Xers at his firm’s bi-monthly Lunch & Learn event that took place at Big Chef Steakhouse in Rodney Bay. The audience was a kaleidoscope of industry professionals: real estate, tourism, legal, accounting, education, you name it. Their commonality: dissatisfaction with the breadth of investment opportunities in Saint Lucia.

Drawing on his 29 years of experience in the securities industries, which includes a successful track-record as a securities wholesaler and financial advisor on Wall Street with brands like Putnam Investments and the United Nations Federal Credit Union, Gross and his firm, Global Capital Group, are introducing a series of retail financial products that, in his own words, “really set us apart from the pack!”

Gross’ claims are far more than just New York salesmanship though.

Despite Saint Lucia’s grandiose ambitions of becoming the Caribbean’s next ‘premiere offshore financial centre’, Saint Lucians remain grossly underserved when it comes to competitive retail finance offerings. Gross says he’s here to change that.

Don Gross (standing), Vice President & Sr. Financial Advisor during the Global Capital Group ‘Lunch & Learn’ lecture series at Big Chef Steakhouse

Offshore financial services are a mere sliver of the entire landscape of global financial services and are, by definition, geared only towards foreigners.

Since the International Business Act was passed in 1999, the Saint Lucian government has thrown its full-force behind supporting this relatively niche sector. Yes. Now we have ‘tax haven’ status, IBCs, zero tax schemes and CIPs but still very little innovation on the side of the market that is designed to serve local Saint Lucians.

Enter Don Gross and Global Capital Group.

With Gross’ robust network of clientfocused service providers like Knighthead Annuity & Life Assurance Company—a cohost of the Lunch & Learn event—Gross is offering Saint Lucian investors access to the same type of retail financial products that were previously only available to American citizens. The seasoned financial advisor also says he’s doing it at a fraction of the cost, thanks to technology and nearly a decade of experience in international wealth management.

Don Gross, Vice President & Sr. Financial Adviser, Global Capital Group

We specialize in helping clients from all over the world invest in today’s global financial markets such as, individual securities, mutual funds, ETFs, managed accounts, structured products, as well as insurance and banking solutions. We match the investment to the objective, such as: retirement, college savings, wealth preservation, capital appreciation and income solutions.”

Free consultation request by contacting Don at dgross@gcgam.com