Our Approach

Why Gwynedd

As a corporate executive or professional, 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 developing and managing investment products for large financial institutions has given us a unique perspective on the investment industry. 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 professionals 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.

How We Work

Through a comprehensive, holistic approach, we look at your entire financial picture and not just the individual pieces. The idea is to put together a plan that makes sense, is easy to understand, is cost effective and most importantly is achievable. We construct an Investment Policy Statement(IPS), specific to your needs and objectives, that both you and our firm agree to and sign off on. The IPS acts as the structural framework that we utilize going forward. The IPS is a fluid document that we can adjust over time as life evolves and situations change. Each individual has unique financial needs and our job is to understand those needs and develop and implement a plan to address them.

Who We Serve

We work with individuals that are busy with their careers, businesses and their families and do not have the time to devote to managing their wealth and comprehensively planning for their financial future. Our clients are corporate executives at every level with firms such as Merck, Siemens, Corning, Berkshire Hathaway and GlaxoSmithKline to name a few. Our clients are also professionals that are doctors, lawyers, educators, accountants, engineers and architects.

When to Work With Us

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, planning for retirement, preparing a business succession plan or the pending sale of a business. 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.

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