Gessner Wealth Strategies LLC is a registered investment advisory firm offering a fee based only approach to investing for individuals, their families and businesses.
Portfolio management is one service we offer. We also help clients with insurance decisions, financial decisions of any kind, and we offer full fee-based financial planning.
We never take a commission to buy and sell investments in your account, as we believe that system – which the big, national brokerage firms use – means the broker makes more money whether your investments increase in value or decline. Instead, we align our interests with yours by only charging a percentage of your assets under management, so we sit at the same side of the table as you.
In addition, we don’t make bets on single stocks, industries, regions or the economy. Instead, we work with our partners at Loring Ward and Dimensional Fund Advisors to engineer portfolios consisting of a wide diversification of securities.
Our portfolios are based upon Nobel Prize-winning academic research and a growing body of knowledge that shows the advantages of a well-diversified portfolio, as opposed to stock-picking and market timing.
We have expertise in insurance planning as well, with specialized knowledge in long term disability, life insurance, and long term care insurance, so we can help you make sense of the options available and how they fit your situation.
Michelle J. Gessner, MSM, CFBS, LUTCF
Owner and founder of Gessner Wealth Strategies, LLC, a Registered Investment Adviser in Houston specializing in independent financial advice, Michelle’s experience in financial and retirement planning, tax planning, and insurance planning comes with integrity, passion, and compassion for her clients’ well-being. Her candid approach and affinity for simplifying complex information makes her a favorite among people concerned about retirement. Michelle enjoys educating her clients and the community by teaching classes about retirement planning, avoiding tax planning pitfalls, and financial well-being. As a fiduciary advisor in an independent firm, she enjoys the ability to offer unbiased and independent advice as well as access to many different platforms and services that suit individual client needs.
Michelle graduated Cum Laude with a B.S. in Finance from the Leeds School of Business at the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels, Belgium campus. Early in her career, she attained “Leaders” status at MassMutual within her first 3 months and achieved the “Rising Leaders” status after 6 months. Shortly thereafter, she was nationally recognized by MassMutual as one of their top 5 new producers. Today, she is a CERTIFIED FINANCIAL PLANNER™ in private practice, helping her clients accumulate wealth and maximize retirement income.
Originally from Montana, Michelle has lived in Houston since 1987, with a 4-year stay in Brussels, Belgium, where she became conversational in French. Her background includes corporate purchasing in the airline and oil and gas industries as well as over a decade working with physicians in the medical device and pharmaceutical sales industry. She is a member of the Heights Chamber of Commerce, a speaker for the Society for Financial Awareness (sofausa.org), and regularly teaches retirement planning classes at local college campuses in Houston.