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How does the advisor help clients – Key Takeaways:
Gerritz Wealth Management, Inc. is a well-established financial advisory firm with highly experienced advisors who provide comprehensive financial planning and investment management services to their clients. The firm’s approach focuses on creating customized strategies that meet each client’s unique needs and goals.
Facts and Insights:
Established in 1983, Gerritz Wealth Management, Inc. has been successfully serving clients for over 35 years. The firm currently has $500 million in assets under management and a team of 10 dedicated advisors who are committed to providing the highest level of service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1983 | $500 million | 10 |
Financial Services Offered:
Gerritz Wealth Management, Inc. offers a wide range of financial services to their clients including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types:
The firm works with a diverse range of clients, including individuals, couples, families, and small business owners. They have experience working with clients in various stages of life, from young professionals just starting to plan for their future, to retirees looking to preserve their wealth and create a legacy for future generations.
Fees & Compensation:
Gerritz Wealth Management, Inc. operates on a fee-based compensation structure. This means that the firm receives a percentage of the client’s assets under management as their fee, rather than earning commissions from selling financial products. This ensures that the firm’s interests are aligned with the client’s, as they only earn more if the client’s investments perform well.
Background:
The founder and CEO of Gerritz Wealth Management, Inc., John Gerritz, has over 40 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA). The firm’s team of advisors also hold various certifications and credentials, showcasing their expertise and dedication to providing quality financial advice.
Financial Advisor Disclosures to Know:
As a Registered Investment Advisor, Gerritz Wealth Management, Inc. has a fiduciary duty to act in the best interest of their clients at all times. This means they must disclose any potential conflicts of interest and provide transparent and unbiased advice to their clients. The firm has a clean regulatory record, with no disciplinary actions or conflicts of interest reported.
By partnering with Gerritz Wealth Management, Inc., clients can expect to receive personalized and objective financial advice from highly qualified advisors. With a focus on creating tailored solutions and a commitment to acting in the best interest of their clients, the firm is dedicated to helping individuals and families achieve their financial goals and secure their financial future.