As a corporate executive or scientist, every day you trust the team around you to be competent, trustworthy and transparent. When it comes to your finances you should expect the same. Our prior experience gives us a unique perspective on the investment industry and how it affects your finances. Gwynedd is an Independent Registered Investment Advisory firm and as such we act as a fiduciary on your behalf. We do not promote proprietary products and are mandated to do what is in the best interest of you, our client. We believe investments, and those individuals that manage them, should be cost efficient, transparent and consistent. We work with executives and scientists at every level and we successfully deliver on these tenets. Our mission is to provide our clients with a clear, sound, workable plan for their financial future and the mechanism to accomplish it.

A new client joining our firm is typically a corporate executive or scientist that is either approaching or in their 50's. They are too busy with their careers and their families to devote the time required to effectively manage their wealth and plan for their financial future. Their financial picture has become much more complicated - especially their compensation package and various savings vehicles. The retirement that once seemed far off, now seems much closer. They want to be sure that they are maximizing what is typically their greatest earning years.They realize it is in their best interest to engage a firm that has extensive experience working with individuals like them.  Many of our clients have senior positions with firms such as Merck, Pfizer, Siemens, Corning, Dechert, Berkshire Hathaway, GlaxoSmithKline, Intel and Seagate Technology. Clients that have been with us for many years have successfully transitioned into retirement. We are happy to provide references from our clients.

We take a comprehensive, holistic approach, and look at your entire financial picture - investments, compensation and taxes. The goal is to create a plan that is easy to understand, cost effective and most importantly  achievable.  Each individual has unique financial needs and our job is to understand those needs and develop and implement a plan to address them.

Our experience is that most individuals come to us when they are feeling either overwhelmed or conflicted about an ongoing or upcoming financial situation. This can be a job transition, a change in work or marital status, a child about to start college, an inheritance, expiring stock options, buying a second home or planning for retirement. What sets us apart is our experience in innovatively and successfully handling all of these and our ability to create and implement a comprehensive plan to navigate through it. We do the heavy lifting so you don’t have to.

Are you ready to experience what smart investing is like today? Hit the Free Consultation button above or email us below.