A complete list of active advisors currently associated with Gessner Wealth Strategies LLC

Warmer can help you find a great advisor at Gessner Wealth Strategies LLC or one who fits your needs even better.

Gessner Wealth Strategies is a state-registered investment adviser that provides comprehensive financial planning, targeted consulting, and discretionary portfolio management to individual and business clients. Services described in the brochure include written financial plans, estate-planning coordination, retirement-plan advice, and assistance implementing recommendations through third‑party providers and separately managed account options. The firm’s process emphasizes developing an Investment Policy Statement through detailed data gathering and then implementing asset-allocation strategies using selected sub‑advisors and model portfolios. Gessner Wealth Strategies describes ongoing monitoring of sub‑advisors (including capabilities for separately managed accounts and direct indexing), periodic account reviews, and the authority to trade on a discretionary basis when engaged. Noteworthy features in the brochure that distinguish the firm from many peers include regularly offered public educational seminars at no charge, the use of third‑party ratings and client testimonials in its advertising, and the managing member’s insurance agent appointments — a source of commission compensation disclosed as a potential conflict of interest. The brochure also notes the firm’s use of a third‑party scrivener for estate‑document work and optional tax‑efficient, custom separately managed account and household tax‑optimization services as part of its implementation toolkit.

To learn more about the advisors currently working at Gessner Wealth Strategies LLC, 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.