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"At GWM, we don’t
get bogged down by looking
at a single tree. Instead, we see the forest!"
Gerschick Wealth Management, LLC was founded
by Dennis J. Gerschick. Mr. Gerschick is truly unique. He is the only
individual who is a Chartered Financial Analyst (CFA), Certified Public Accountant
(CPA), Personal Financial Specialist (PFS), and an Attorney, and who has work experience
in each of these fields.
Gerschick Wealth Management provides services to individuals, families and business entities. Gerschick Wealth Management is a fee only
advisor. It
does not earn commissions by selling investment products.
We can help you with:
- Increasing your Wealth
- Preserving your Wealth
- Transferring your Wealth
Gerschick Wealth Management, LLC provides:
- Investment Advice
- Investment Management
- Financial Planning
- Advice regarding Closely-Held Companies
- Tax Planning
- Estate and Gift Planning
- Retirement Planning
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