Gerhardt Clemans Wealth Management, Inc.
Financial Services - Thendara, New York, United States
Gerhardt Clemans Wealth Management, Inc. Employees
Gerhardt Clemans Wealth Management, Inc. Details
We are dedicated to providing investment management and strategic wealth planning to individuals and families. Simply put, we strive to be our clients' trusted adviser. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.Gerhardt Clemans Wealth Management, Inc. does this with the highest levels of trust, integrity and respect while always collaborating with a team approach.We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.Because there are many factors that may change in your situation or the environment, it's of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. Email (contact@gcwm.us) or call (315-369-5266) us today to find out more.
Gerhardt Clemans Wealth Management, Inc. Technologies
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