A complete list of active advisors currently associated with Gannett Wealth Advisors
Warmer can help you find a great advisor at Gannett Wealth Advisors or one who fits your needs even better.
Gannett Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and businesses, providing wealth management, financial planning, retirement-plan consulting, and tax preparation. The firm operates as a fee-only registered investment adviser and provides ongoing account supervision and implementation of customized financial plans. Investment advice is delivered around asset-allocation principles and a blend of passive and active strategies, with discretionary portfolio management available and an overlay management program that can use options and futures. Clients receive regular reviews and an annual service calendar addressing investment, tax, estate, retirement, and bitcoin-related planning and analysis. Compared with peers, Gannett is unusual for operating roughly 15 offices while managing about $90 million in client assets with a six-advisor team, a multi-office footprint that is uncommon for firms of this size. The firm is wholly owned by Gannett Trust Company, LLC, and may recommend affiliated trust and custody services — including custody for bitcoin — under separate agreements with independent custody verification, and it includes tax-preparation services within its wealth-management engagements.
To learn more about the advisors currently working at Gannett Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Middleton, ID
| 10
| |
Cleve, OH
| 9
| |
Austin, TX
| 0
| |
Portland, OR
| 1
| |
Middlebury, VT
| 3
| |
Frisco, TX
| 6
|
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