Steph Thiel, Certified Wealth Planning Advisor
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About Steph
Steph Thiel
email: SThiel@GSGins.com
tel: (561) 501-2151
web: www.gsgins.com
Steph Thiel, CWPA is a business development professional specializing in advanced wealth planning for ultra-high-net-worth individuals, families, entrepreneurs, and their trusted advisors. She works closely with family offices, estate planning attorneys, tax professionals, investment advisors, and business owners to identify complex planning opportunities and coordinate bespoke strategies that preserve and grow generational wealth.
Drawing on experience in wealth management, business ownership, and strategic relationship development, Steph helps clients navigate significant liquidity events, concentrated stock positions, business succession, and long-term legacy planning. She believes the best outcomes are achieved through collaboration, bringing together a client’s trusted advisors to design thoughtful, customized solutions that reflect each family’s unique goals and values.
As a Certified Wealth Planning Advisor (CWPA), Steph is passionate about helping families preserve more than wealth—she is committed to helping them preserve opportunity, purpose, and legacy for generations to come. As the proud mother of two young children, Roark and Rand, she understands that every planning decision ultimately comes back to family. That perspective guides both her professional approach and her commitment to helping clients protect what they have built while creating a meaningful legacy for those they love most.
