Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
Products & Services
Having investment choices is important. We believe investors' plans should change as their lifestyles and needs do. We believe in a scientific approach to the process, taking time to thoroughly understand the client's current situation along with their long and short-term financial goals. A plan is formed and implemented with the clients existing investments or perhaps new ones. We pride ourselves on serving multi generations of families and businesses with their financial needs.
Our firm provides help in the financial areas below:
Fee-Based
Financial Planning
- Personal Financial Planning
- Business Financial Planning
- Investment Management Planning
- Retirement Distribution Planning
- Estate Planning
Insurance
- Life
- Long-Term Care
- Disability
Services Offered
- Portfolio Management
- Stock & Mutual Fund review
- Asset Allocation Models
- Portfolio Review
- Financial Plans
- Estate Planning
- Retirement Planning
- Insurance Analysis and Planning
- Money and Cash Management
- College Planning
- Charitable Planning
Investments
- Stocks, Bonds, Mutual Funds
- Exchange Traded Funds (ETFs)
- Unit Investment Trusts
- Annuities (Fixed and Variable)
- 401(k) plan
- Money Purchase Plan
- Profit Sharing Plan
- Simple Employer Pension Plan - SEP
- Simple,Traditional and Roth IRAs
Accounting & Taxes
- Tax Planning
- Tax return filing
Gerson Wealth Management is proud to partner and refer tax preparation services to several locally owned, independent CPA firms. Upon request, Gerson Wealth Management also provides referrals to local estate attorneys.