Helping You Realize Your Own Vision of Success!

At Gerson Wealth Management, Inc. we do more than manage and protect our clients' wealth; we engage our clients and their families in a manner that shape their lives both in the present and in the future. Results of this depth and breadth are gleaned through ongoing, active conversations that are as ever changing as the circumstances and conditions affecting our lives. Our clients share their personal lives with us because they trust that we have their best interests at heart.

Independence and objectivity are two cornerstones of our practice. As an independent, fee-only wealth management firm, we work for our clients- not for a bank, brokerage firm or insurance company. Since we do not sell products, never earn commissions, and do not have sales quotas to meet, our clients can be confident that our advice is always unbiased and directed toward their specific issues and free of conflict.

Clients rely on our help for wise financial counsel resulting in financial freedom, peace of mind, and the accomplishment of life purposes. We believe it is about more than just returns on investment, it is about "returns on life".