How GESSNER WEALTH STRATEGIES LLC Helps Clients – Key Takeaways:
GESSNER WEALTH STRATEGIES LLC (GWS) is a trusted financial advisory firm that specializes in providing comprehensive wealth management services to individuals and families. They pride themselves on their expertise in navigating the complexities of the financial world and helping clients achieve their financial goals.
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to meet every client’s unique needs
- Puts the interests of clients first and operates with transparency
- Strong focus on building long-term relationships with clients
Facts and Insights
In order to provide the best possible service to their clients, GESSNER WEALTH STRATEGIES LLC strives to stay up-to-date on the latest financial trends and insights. They closely analyze market data and economic projections to make informed decisions for their clients. GWS also conducts regular research and analysis to identify new investment opportunities and strategies that can benefit their clients’ portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5+ | 10+ years |
Financial Services Offered
GESSNER WEALTH STRATEGIES LLC offers a wide range of financial services to help clients achieve their financial goals. Some of their key services include:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax and Estate Planning
- Insurance Planning
- Education Planning
- Charitable Giving Strategies
Client Types
GESSNER WEALTH STRATEGIES LLC works with a diverse range of clients, including:
- High-Net-Worth Individuals and Families
- Business Owners and Entrepreneurs
- Retirees
- Professionals and Executives
- Young Professionals and Families
- Individuals and Families going through major life transitions (divorce, inheritance, etc.)
Fees & Compensation
GESSNER WEALTH STRATEGIES LLC operates on a fee-based model, meaning they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ and there are no conflicts of interest.
Background
GESSNER WEALTH STRATEGIES LLC was founded by John Gessner, a seasoned financial advisor with over 20 years of experience in the industry. After working for several reputable financial firms, John decided to start his own firm with a vision of providing personalized and holistic financial advice to his clients. Today, the firm has a team of experienced and qualified advisors who work together to serve their clients.
Financial Advisor Disclosures to Know
GESSNER WEALTH STRATEGIES LLC believes in transparency and strives to provide all necessary information to their clients. Some of the important disclosures to note include:
- Registration with the Securities and Exchange Commission (SEC)
- Licensing and qualifications of advisors
- Any conflicts of interest
- Disclosure of fees and compensation
- Any disciplinary history or legal actions