STEIGERWALD, GORDON & KOCH – WEALTH ADVISORS
Steigerwald, Gordon & Koch – Wealth Advisors is a well-respected financial advising firm with a strong track record of helping clients achieve their financial goals. The team, comprised of highly experienced and knowledgeable advisors, offers a wide range of services to assist clients in managing and growing their wealth.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized financial plans tailored to each client’s individual needs and goals.
- Offers a comprehensive range of financial services, including investment management, retirement planning, insurance, tax planning, and more.
- Utilizes a disciplined and research-driven approach to make well-informed financial decisions.
- Keeps communication channels open and takes the time to understand each client’s unique situation.
- Values transparency and honesty in all client interactions.
Facts and Insights
Here are some key facts and insights to know about Steigerwald, Gordon & Koch – Wealth Advisors:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 25 years |
Financial Services Offered
Steigerwald, Gordon & Koch – Wealth Advisors provides a comprehensive range of financial services to help clients navigate all aspects of their financial lives. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance
- College planning
- Business succession planning
Client Types
Steigerwald, Gordon & Koch – Wealth Advisors serves a diverse range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Executives
- Retirees
Fees & Compensation
Steigerwald, Gordon & Koch – Wealth Advisors charges competitive fees for their services, which are based on a percentage of the assets under management. They do not receive any commissions, ensuring that their clients’ best interests are always the top priority.
Background
Steigerwald, Gordon & Koch – Wealth Advisors was founded in 1995 and has been helping clients achieve their financial goals for over 25 years. The team is highly experienced and knowledgeable, with a deep understanding of financial markets and a commitment to providing the best possible service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Steigerwald, Gordon & Koch – Wealth Advisors must disclose any information that could potentially impact their clients’ decisions. These disclosures can be found on their ADV form, which is available upon request.
Overall, Steigerwald, Gordon & Koch – Wealth Advisors is a reputable and trustworthy financial advisor that is dedicated to helping their clients achieve financial success. With their personalized approach and comprehensive range of services, they strive to create long-term relationships with their clients and help them secure their financial future.