At Gerardi Wealth Management we guide clients with a focus on a suitable investment approach backed by a clear strategy for asset preservation. We support financial health with strong recommendations best suited to each individual's needs.
Our consultants help our clients prepare for financial disasters where assets are exposed to volatility. We believe strongly in building wealth within a risk navigated environment that allows clients to enjoy the hard-earned money they have saved. We also place emphasis on creating safe transfers of wealth through wills, trusts, and other estate documents, with the assistance of our client's legal advisors.
INVESTMENT
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FINANCIAL
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RETIREMENT
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INSURANCE
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|---|---|---|---|
| Individual Securities | Money Management | Traditional IRAs | Disability Income Insurance |
| Mutual Funds | Tax Planning | Roth IRAs | Life Insurance |
| CEFs / ETFs / ETNs | College Planning | 401K Services | Long Term Care Insurance |
| Unit Investment Trusts | Estate Planning | 401K Planning | |
| Alternative Investments | Trust Planning & Services | 403b Planning | |
| HSAs | Money Purchase Plans | ||
| Annuities | Profit Sharing Plans | ||
| Cash & Banking Solutions | |||
| Money Market Funds | |||
| Bonds: Corporate / Municipal | |||
| Structured Products / Brokered CDs | |||
|
CMOs / Treasuries / Government Agencies |
*Please note:
Gerardi Wealth Management, LLC has selected Charles Schwab & Co., Inc. (“Schwab”) as the primary custodian for our clients' accounts. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
The Charles Schwab Corporation is one of the nation's leading providers of financial services. Through their operating subsidiaries ("Schwab"), they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conseratively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.
Financial results and more information about The Charles Schwab Corporations's business and financial condition can be viewed at any time at www.aboutschwab.com.
These materials have been independently produced by Gerardi Wealth Management LLC. Gerardi Wealth Management, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab"). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Gerardi Wealth Management, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.