Gessner Wealth Management, helps you achieve your financial goals through expert advice and financial planning. From reducing taxes during retirement to optimizing your wealth management strategies, we offer guidance and clarity on a range of financial decisions you’ll face throughout the years. We take an individualized approach to wealth management by offering options that help you retire to the life that you envision. Our goal is to help you reduce taxes, invest wisely, and retire on your own terms. As an independent firm, we only recommend the partners and products that benefit our clients. Our wealth management services in Houston, Texas include:
Tax Strategy & Savings
Tax, Estate and Trust Planning
Cash Flow Analysis
Investment Analysis, Strategy and Implementation
Employer Benefit and Retirement Plan Reviews
Financial Organization and Security
Large Purchase Planning and Analysis
We partner with clients that currently have $500,000 invested in retirement. This includes families, individuals, and busy professionals. Get in touch for more information on becoming a client or contact our team for additional insights.
What Is Wealth Management?
Wealth management refers to the oversight of your cash flow, savings, investment strategy, lifestyle, and income patterns in order to achieve your economic objectives. The team at Gessner Wealth Management will review your current saving, spending, taxation, and income trends before identifying the best financial planning strategies for your needs. As a full-service, fiduciary firm we put your best interests first and design investment plans, tax strategies, and saving guidance in a holistic package. Our wealth management services include:
Tax Strategy and Planning
It’s our goal to help you reduce taxes and retire on your own terms. Our financial advisors analyze your current tax return and work with your CPA to ensure alignment. We find ways to maximize your tax benefits while factoring in your long term financial goals. Want the latest insights on tax planning? Check out our blog for tax tips and trends.
Whether you are planning for retirement, selling a business, or moving to a new home, an experienced wealth management specialist can help you hit your financial targets. Our financial advisors create and execute wealth management strategies to support your income, expenses, taxes, and investments. During your first meeting with our team we’ll review your objectives before offering observations and ideas to consider. Want the latest guidance on bonds, annuities and 401k rollovers? Visit our blog for helpful information.
Client Investment Strategy and Management
At Gessner Wealth Management, we offer a disciplined and experienced approach to investing. Before recommending an investment strategy, we build a comprehensive financial picture of all your assets, your priorities, and your timeline. Our financial advisors provide investment management and consolidation services to simplify your financial considerations. Book a consultation with our team to learn more or read our FAQ page for details about the process.
Planning your retirement? Gessner Wealth Management delivers expert guidance when it comes to planning and managing your retirement resources. In fact, many of our clients find they have more options when expected when it comes to retirement finances. Read more about annuities, 401ks, and IRAs on our blog.
Cashflow Analysis & Financial Risk Management
Better visibility on your current spending can help you plan for the future. By analyzing your current income and expenses, a wealth management advisor can establish a plan to help you achieve your financial goals. We also work with a network of insurance providers in order to select the right plan for your protection. Watch Michelle Gessner discuss financial preparation for emergencies during a lecture at Houston Community College.
Large Purchase Planning
A new home, business, or rental property can be an exciting addition to your portfolio. Our wealth management team can help you make decisions around large purchases, help execute transactions, and provide economic clarity within the context of your financial goals. Read more about wealth management and rental property on our blog.
About Gessner Wealth Strategies
Gessner Wealth Strategies, LLC is an independent firm. We operate 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.
Gessner Wealth Management was founded by Michelle Gessner, CFP®, MSM, CFBS, LUTCF. After years of experience in the finance industry, Michelle established her own firm focused on advocating for clients’ best interests. If you are the financial decision maker in your life and have a minimum of $500,000 to invest in your retirement, we welcome the chance to discuss how we can work together for your success.
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!