Our Story

Our Mission Is To Help You live a financially stress free Life

Gwynedd Wealth Partners was founded to help individuals lead a financially stress free life. We work with Corporate Executives and Scientists because our Founder, Jeff Biernat, was a Senior Executive at Citicorp, JP Morgan and PNC prior to starting Gwynedd and our Senior Advisor, Vivek Sharma, was previously a Scientist in the Pharmaceutical industry.

Our backgrounds give us a unique advantage in understanding the demands on your time, complex compensation packages and finances. We step in and handle all of the financial heavy lifting so you don't have to. Whether its your employer 401k, Restricted Stock, Options or deferred compensation, we can manage it all for you. In addition, we perform an annual review of your tax return to potentially uncover areas to save on future taxes. We also "model" future income scenarios to determine the impact on your future taxes. With this information, we develop strategies to maximize your future income and minimize future taxes.

Tax Planning and Financial Planning

As mentioned above, tax planning is an integral part of what we do. In addition, financial planning plays a vital role in our clients long-term financial success. At Gwynedd, we do not charge our Wealth Management clients additional fees for tax planning or financial planning. We strictly charge advisory fees for assets under our management or under our advisement.

See Our Fee Schedule

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For those of you wondering, Gwynedd was named after the township in Pennsylvania where the company was founded and means “Blessed Happiness” in Welsh.

Thank you for your time and we look forward to working with you!

Jeff Biernat
Founder and CEO