Your financial picture
“In matters of style, swim with the current; in matters of principle, stand like a rock.” – Thomas Jefferson
The Gerold Group serves as the central figure to strategically manage the four key areas of financial wealth: accumulation, preservation, protection, and, ultimately, transferring. When you and your family partner with our team, you receive a customized wealth management plan that extends beyond the allocation of your assets. We literally create a map of your financial picture so that we can determine exactly where your needs lie. Our team meets with you and your family to build clarity throughout the planning process as we evaluate each step necessary to achieve your goals.
Comprehensive wealth management
Our priority is to help you achieve your financial objectives. Professional Wealth Management is an approach designed to help you prioritize financial objectives and identify strategies to accumulate, protect, convert, and transfer your wealth.
Our Wealth Management Process Includes:
- Understanding Your Financial Objectives
- Gathering Current Financial Information
- Developing Smart, Time-Tested Wealth Strategies (Analysis)
- Implementing Thoughtful and Creative Solutions
- Providing Timely, Ongoing Service
The benefits of a primary advisor
We recognize that you have established several meaningful relationships over the years, both personal and professional. We integrate ourselves into your existing financial network by working with your CPA, Attorney, Trust Officer, and other professionals external to RBC Wealth Management. We understand that evaluating the counsel of several individuals is daunting; we will act as your principal relationship manager, pulling together each of your outside resources. This ensures consistency, and that your wealth management strategy corresponds to your other financial needs.
In addition to working with your network of external professionals, we also have access to an internal network of world-class experts. As a team, we will work with you to identify and prioritize your short- and long-term financial needs. As your Primary Advisor, we are your advocate, connecting you to the right people and resources.