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Gavin Matthew Gewecke

Advisor at Park Edge Advisors, LLC — Hackettstown, NJ

Updated today

Credentials

Series 65

Experience

3 years

Location

Hackettstown, NJ

Park Edge Advisors, LLC logo

Park Edge Advisors, LLC

Team

Total advisors

5

Across 2 offices

Clients per advisor

62 Typical

Avg AUM per client

$1,544,645 High

HNW client ratio

32% Typical

About

Gavin Gewecke is a financial advisor at Park Edge Advisors, LLC with three years of industry experience. Prior to joining Park Edge Advisors, he worked for Dart Container for six years. He also owns a small farm LLC that grows produce sold to local restaurants. Park Edge Advisors provides investment advisory and financial planning services to individuals, pension plans, trustees, 401(k) participants, privately held business owners, and certain institutional clients. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis across a range of strategies and offers services including tailored financial plans, portfolio management, pension consulting, and subadvisory roles.

Client services

Based on Park Edge Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Subadviser services, consulting services

Expertise

Based on Park Edge Advisors, LLC

Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement income strategy Annuities Options & derivatives strategies

Occupation focus

Based on Park Edge Advisors, LLC

Founder/Business Owner Retired Self-Employed

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Fee options

Fixed

Financial planning fees: $2,500 to $15,000; Pension consulting plans: $5,000 to $100,000.

Percentage

All Assets+: 1.50% annually

Project-based

Educational seminars/workshops up to $500 per hour, payable in advance.

Performance-based

Performance-based fees for qualified clients with management fees discounted from 1.50% down to as low as 1.05% depending on performance fee percentage (10%-30%).

Other

Account minimum: $500,000 (may be waived in discretion)

Location

See office

Hackettstown, NJ

Hackettstown NJ

Advisors at this office

1

Most active in

New Jersey

Work history

3 years of industry experience

Park Edge Advisors

2023 - Present • 3 years

Cleveland, OH

Park Edge Advisors, LLC

2023 - Present • 3 years

Cleveland, OH

Park Edge Advisors

2022 - 2023 • 1 year

Cleveland, OH

Dart Container

2016 - 2022 • 6 years

Mason, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

General retirement planning Wealth management
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J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Active portfolio management Tax-loss harvesting Wealth management
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Douglas R

Series 63, Series 65

Long Valley, NJ

ABC Wealth Inc

Douglas Robb Jr. is a financial advisor at ABC Wealth Inc with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CUSO Financial Services, Lincoln Financial Distributors, and LPL Financial. He also operates a sole proprietorship as an insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and uses sub-advisors and third-party managers to tailor portfolios to clients’ goals, providing financial planning at no additional cost.

Private / alternative investments Retirement income strategy Options & derivatives strategies
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Matthew T

CFA®, Series 63

Bernardsville, NJ

Mountainpoint Investment Advisors

Matthew Taranto is a CFA® charterholder with six years of experience in financial advising at Mountainpoint Investment Advisors. He is also Senior Vice President at Everest Group Ltd, a property and casualty reinsurance company, where he manages the company’s internal general account asset portfolio. Mountainpoint Investment Advisors provides discretionary portfolio management and financial planning primarily to individuals, non-profit organizations, and institutional clients such as foundations and endowments. The firm employs a combination of fundamental macro and sector analysis with bottom-up security research, emphasizing diversified, low-turnover investments including ETFs and mutual funds.

Wealth management
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Michael M

CFP®, Series 63, Series 65

Hackettstown, NJ

The Financial Planning Center, LLC

Michael Marino is a CFP® professional with 29 years of industry experience, currently serving as the sole advisor at The Financial Planning Center, LLC. His prior roles include positions at Lotus Investment Advisors, Empire Asset Management Company, Divine Asset Management, LPL Financial, and Guardian Life. Outside of his advisory work, Marino is president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC is an independent registered investment adviser serving individuals, families, and business owners with discretionary and non-discretionary portfolio management and comprehensive financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop personalized investment policies and provides ongoing fiduciary oversight and consolidated reporting.

Retirement income strategy Long-term care insurance Life insurance needs analysis Charitable giving & philanthropy Business exit / sale strategy Executive Founder/Business Owner
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Desi D

CFP®, Series 66

Chester, NJ

Dimaio Private Wealth, LLC

Desi Dimaio is a CFP® with 10 years of industry experience. He is currently with Dimaio Private Wealth, LLC and has previously worked at Alliance Wealth Management Group, LLC and Bleakley Financial Group, LLC. Dimaio Private Wealth, LLC provides discretionary wealth management and investment advisory services to individuals and high-net-worth clients, offering comprehensive financial planning and individualized portfolio management. The firm constructs portfolios primarily from model allocations using ETFs, individual equities, mutual funds, and bonds, with an emphasis on fundamental analysis and a long-term investment horizon.

Wealth management
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