Committed to helping you and your family
make smart decisions about your wealth
in a way that feels right for you.
We understand that helping you tell your story is more important than telling ours. That’s why we work to understand your money and your life. We’ll help you visualize the next chapter for your life, what’s important to you, and be there with you through life’s ups and downs.
Gessner Wealth Strategies
Transparent 100% of the time so you always know where you stand.
Your Goals are Our Goals. Period. Putting you first is our priority.
No Investment Commissions EVER
No hidden fees. Simply put, we only succeed when you do.
In order to help you build the life you love, we help you put all of the pieces together for your lifetime and beyond.
Understanding you and your needs, communication, and building trust is at the heart of everything we do.
We hold ourselves to the highest ethical standards as a fiduciary so you can rest assured that your money is serving you, not us.
Michelle Gessner, CFP®,
MSM, CFBS, LUTCF
Founder and Owner of Gessner Wealth Strategies
You’ve spent your life working for your money. Now it’s time for your money to work for your life.
We carefully help you identify what is meaningful to you, analyzing your full financial picture to tie your money to your life and how you want to live it.
Is a Roth Conversion Right for You?
Should you do a Roth Conversion in 2020 with the market decline? When is it a good idea and when is it a bad idea?
Useful Resources at Your Fingertips
from the crush of higher taxes
IMPORTANT QUESTIONS TO ANSWER NOW BEFORE IT’S TOO LATE
Are you doing everything you can to protect yourself from higher taxes in retirement? Download our complimentary guide and find out today!