Today, families live in the fast lane, with incredibly busy, complex lives. Families come to us with the desire to create a better balance between their work lives and their family time. At Gebhardt Group, Inc. we understand this challenge. Beyond the traditional aspects of financial planning and investment management, we assist families in setting priorities. We make it easier to say “no” to the barrage of requests that can risk taking them “off course” and keep them out of balance.
At Gebhardt Group, Inc., we have developed a specialty in helping multi-generational families with assets between $2.5 million and $25 million. They often seek our guidance at a major point of transition in their lives.
Our mission for families is to help protect lifetime income, create and preserve a legacy that last generations, and ultimately, help them get their complete financial house in order. We do that all by utilizing a disciplined approach to wealth management, ultimately connecting the dots between a family’s finances and all the things that matter most in their lives. This is how we help define and protect your True Wealth.
- Lifetime/Retirement Income Planning
- Risk Mitigation Planning
- Investment & Tax Planning
- Cash Management & Household Budgeting
- Next-Career Planning
- Trust, Estate & Legacy Planning
- Family Governance/Beneficiary Planning
- Travel Consultation
- Life Coaching
- Healthy Living