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CLIENTELE
Gerschick Wealth Management’s clientele
ranges from individuals with a moderate income and a goal of accumulating wealth,
to wealthy individuals who have already done so and want to focus more closely on
protecting their investments. We work hard to meet our clients’ needs and objectives.
We strive to avoid conflicts of interest. We do not earn commissions by selling
mutual funds, annuities, insurance policies, and/or other products to clients. Instead,
we are a “fee only” advisor. We do offer a variety of fee arrangements and allow
our clients to select the one they prefer.
GWM also assists Attorneys, CPAs, financial advisors, insurance agents, and other
professional advisors to more effectively represent their clients. We can advise
these professionals as to specific client related issues, give a second opinion for
a large or complex matter, or provide other assistance with respect to a particular
matter. The possibility of key points being over-looked is drastically reduced.
We understand that our best source of new business is referrals from satisfied clients.
Consequently, we work hard to keep our clients satisfied. However, we also tell clients:
“No one cares more about your money than you do!” We offer our clients the necessary
tools, advice, and a transparent view to efficiently grow and protect their wealth.
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