Robert Gavrich is a financial advisor at MoneyWell with 15 years of industry experience. He holds a Series 63 designation and has been with MoneyWell since 2022. He also has longstanding involvement with Seasonal Strategy dating back to 1989. MoneyWell provides discretionary investment management and financial planning primarily to individuals, families, trusts, and individual pension plans with $1 million to $7 million in investable assets. The firm employs a lower-volatility “SuperDiversification” strategy across multiple asset classes and uses a subadvisor arrangement to implement a Discount Capture strategy for larger accounts.

Susan Gavrich is a CFP® professional with nine years of industry experience. She is affiliated with MoneyWell, where she has worked since 1998, and also has experience with Seasonal Strategy since 2018. MoneyWell provides discretionary investment management and financial planning primarily to individuals, families, trusts, and pension plans, typically serving clients with $1 million to $7 million in investable assets. The firm employs a lower-volatility “SuperDiversification” approach, using a mix of conventional asset classes and diversifiers, and incorporates a subadvisor arrangement to access specialized strategies for larger accounts.