About Us

As your trusted advisor, our job is to help you make smart decisions about your money. But our personalized approach is about so much more than that. We strive to understand what is important to you from generating income and protecting your financial security to assisting aging parents and legacy planning. We spend a good deal of time looking for ways to reduce taxes in retirement. And most important, we offer guidance and clarity for decisions that come up throughout the year, because money is tied to all aspects of life. We want to be your first call when an important decision comes up, because we are passionate about building long term relationships with our clients.

Our firm is independent, which means that we are not beholden to any company’s goals or relationships which could color our recommendations to you. We are a fiduciary advisor, which means we put your interests ahead of our own.

Gessner Wealth Strategies, LLC operates independently of our custodian and investment team. We do not hold client assets but instead use highly reputable firms, such as TD Ameritrade, for important checks and balances. The custodian is strictly in charge of recordkeeping and custodial services for your money, such as statement preparation and tax reporting documents. The custodian is in charge of the safekeeping of your assets, and you always have access to your money.