Geiger Wealth Management

The firm is a state‑registered investment adviser that offers fee‑based portfolio management and financial planning, providing discretionary, custom management guided by client objectives. It presents its services to individuals, trusts, estates, charitable organizations and business entities but currently reports no advisory clients and no regulatory assets under management.

The advisor pursues a tactical allocation approach that incorporates technical and cyclical analysis and can implement long‑ and short‑term strategies, sector tilts and cash positions as hedges. It also selects and refers clients to unaffiliated third‑party money managers and provides ongoing oversight of those managers while tailoring investment recommendations across a wide range of instruments, including mutual funds, municipal securities, variable products and partnerships.

A distinctive feature of the firm is that its investment advisor representatives are licensed to sell life insurance and annuities and spend a material portion of time on insurance activities, with commissions on those products disclosed as separate compensation. The firm also engages in practices that are less common among its peers: it receives a portion of fees for oversight of third‑party managers and offers investment advice and financial planning on an hourly basis rather than solely on a percentage‑of‑assets model, and it operates with a single advisory professional.