Gervais Group
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
1539 W Market St, Mequon, Wisconsin, 530...Phone Number
(262) 240-3519Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About Gervais Group
The Gervais Group specializes in family wealth management services, focusing on creating tailored solutions for clients with complex multigenerational wealth ranging from $3 to $30 million. They emphasize a personalized approach that centers on understanding each client's unique story and financial needs. The firm aims to provide clarity and confidence in financial decision-making while helping clients plan and pass on their legacies. With over 20 years of experience, the husband-and-wife team brings diverse skill sets to address the full spectrum of their clients' financial goals.Explore more
Popular SearchesGervais GroupRobert W Baird & Co IncSIC Code 62,628NAICS Code 52,523Show more
Gervais Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Gervais Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Gervais Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gervais Group.
Gervais Group Tech Stack
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Frequently Asked Questions Regarding Gervais Group
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The Gervais Group specializes in family wealth management services, focusing on creating tailored solutions for clients with complex multigenerational wealth ranging from $3 to $30 million. They emphasize a personalized approach that centers on understanding each client's unique story and financial needs. The firm aims to provide clarity and confid... Read More
