"The Gerstel Wealth Management Group not only manages my financial affairs but also ties those financial affairs to personal hopes, dreams and principals held dear." -Client Since 2010
"A very clear, simple and concise process. Moving-forward results are relative to my goals, not the market." -client since 2001
"These are true professionals. I feel decisions are always made based in my best interest." - Client Since 2000
"I have recommended and continue to recommend The Gerstel Wealth Management Group based on their expertise, results and ability to understand clients' needs well beyond that of traditional advisors" - Client Since 2000
When You Get Advice, You Don't Want More Complexity.
You want to know how it will affect your life and how it’s going to help balance the needs you have now with the goals you have for the years to come. This is the level of understanding that we help our clients reach.
Goals based investing - When you get advice, you don't want more complexity
As an investor, you're always looking for ways to improve your investment performance so you can achieve your long term goals. Typically, you face two issues. The first, traditional advisors, the ones who focus on selling a product and shoehorn your unique goals into that one size fits all investment strategy. The second issue yourself. Yeah, you studies show that you make reactionary investment decisions based on your emotions which inevitably sabotage your long term goals.
At the Gerstel Wealth Management Group, we address those two issues by doing things differently with our goals based approach. Here's how it works. We listen to you. We don't sell you a product. We put you at the center of our highly personalized process. We learn what you care about and where you want to go. And we use our goals based approach to build a customized roadmap to get you there free of emotion.
But life doesn't always go as planned, and sometimes your goals change. That's no problem. In fact, it's expected. Since we build your roadmap using our goals based approach, we can help you simply reroute. And when you are tempted to make that emotional decision, you can confidently follow the path we customized just for you. Learn about strategies designed to improve your long term performance and achieve your goals with the Gerstel Wealth Management Group.