Gordon Asset Management
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
1007 Slater Rd Ste 200, Durham, North Ca...Phone Number
(866) 216-1920Website
www.wealthqb.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Gordon Asset Management
Gordon Asset Management is a North Carolina-based financial advisory firm specializing in wealth management and retirement plan consulting for high net worth individuals, business owners, and entrepreneurs. They offer tailored solutions in personal wealth management, corporate retirement plans, and wealth planning for entrepreneurs, focusing on maximizing tax planning and optimizing retirement savings. Their services include investment management, retirement income planning, and employee benefits strategies to help clients achieve their financial goals. The firm is dedicated to empowering clients' financial growth through personalized guidance and expert consulting.Explore more
Gordon Asset Management Org Chart
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Gordon Asset Management News & Media
Summit Takes Stake In N.C. Firm With $1.3B In Advisory, Retirement Plan Assets - FA Mag
Summit Takes Stake In N.C. Firm With $1.3B In Advisory, Retirement Plan AssetsSummit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management ...
Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office serSummit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets
PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced that Gordon Asset Management (“Gordon”) has joined its network. Summit’s innovative partnership model, Summit Growth Partners (“SGP”), has strategically invested in Gordon, marking its 18th strategic investment this year. Gordon will now
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Gordon Asset Management is a North Carolina-based financial advisory firm specializing in wealth management and retirement plan consulting for high net worth individuals, business owners, and entrepreneurs. They offer tailored solutions in personal wealth management, corporate retirement plans, and wealth planning for entrepreneurs, focusing on max... Read More
