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Gessner Wealth Strategies

Finance · Texas, United States · <25 Employees

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About

Headquarters

1717 Saint James Pl Ste 625, Houston, Texas, 77...

Phone Number

(713) 589-6448

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Gessner Wealth Strategies

Gessner Wealth Strategies LLC is a registered investment advisory firm offering a fee based only approach to investing for individuals, their families and businesses. Portfolio management is one service we offer. We also help clients with insurance decisions, financial decisions of any kind, and we offer full fee-based financial planning. We never take a commission to buy and sell investments in your account, as we believe that system - which the big, national brokerage firms use - means the broker makes more money whether your investments increase in value or decline. Instead, we align our interests with yours by only charging a percentage of your assets under management, so we sit at the same side of the table as you. In addition, we don't make bets on single stocks, industries, regions or the economy. Instead, we work with our partners at Loring Ward and Dimensional Fund Advisors to engineer portfolios consisting of a wide diversification of securities. Our portfolios are based upon Nobel Prize-winning academic research and a growing body of knowledge that shows the advantages of a well-diversified portfolio, as opposed to stock-picking and market timing. We have expertise in insurance planning as well, with specialized knowledge in long term disability, life insurance, and long term care insurance, so we can help you make sense of the options available and how they fit your situation.Read more

Gessner Wealth Strategies's Social MediaPopular SearchesGessner Wealth Strategies LLCGessner Wealth StrategiesTiny Frog TechnologiesGessner Investments LLCGeisner Motors LLCSIC Code 62,628NAICS Code 52,523Show more

Gessner Wealth Strategies Org Chart

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Lauren Morris

Manager, Client Services

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Frequently Asked Questions regarding Gessner Wealth Strategies

Where is Gessner Wealth Strategies located?
Gessner Wealth Strategies's headquarters are located at 1717 Saint James Pl Ste 625, Houston, Texas, 77056, United States
What is Gessner Wealth Strategies's phone number?
Gessner Wealth Strategies's phone number is (713) 589-6448
What is Gessner Wealth Strategies's official website?
Gessner Wealth Strategies's official website is www.gessnerwealthstrategies.com
What is Gessner Wealth Strategies's Revenue?
Gessner Wealth Strategies's revenue is <$5 Million
What is Gessner Wealth Strategies's SIC code?
Gessner Wealth Strategies's SIC: 62,628
What is Gessner Wealth Strategies's NAICS code?
Gessner Wealth Strategies's NAICS: 52,523
How many employees does Gessner Wealth Strategies have?
Gessner Wealth Strategies has <25 employees
What industry does Gessner Wealth Strategies belong to?
Gessner Wealth Strategies is in the industry of: Finance General, Finance
What is Gessner Wealth Strategies competition?
Gessner Wealth Strategies top competitors include: Stifel, RZA Wealth Management LLC, Optima Asset Management LLC, Sierra Pacific Financial Advisors LLC
What technology does Gessner Wealth Strategies use?
Some of the popular technologies that Gessner Wealth Strategies uses are: Facebook Analytics, Google Tag Manager, Sched, Cloudinary
How do I contact Gessner Wealth Strategies?
Gessner Wealth Strategies contact info: Phone number: (713) 589-6448 Website: www.gessnerwealthstrategies.com
What does Gessner Wealth Strategies do?

Gessner Wealth Strategies LLC is a registered investment advisory firm offering a fee based only approach to investing for individuals, their families and businesses. Portfolio management is one service we offer. We also help clients with insurance decisions, financial decisions of any kind, and we offer full fee-based financial planning. We never... take a commission to buy and sell investments in your account, as we believe that system - which the big, national brokerage firms use - means the broker makes more money whether your investments increase in value or decline. Instead, we align our interests with yours by only charging a percentage of your assets under management, so we sit at the same side of the table as you. In addition, we don't make bets on single stocks, industries, regions or the economy. Instead, we work with our partners at Loring Ward and Dimensional Fund Advisors to engineer portfolios consisting of a wide diversification of securities. Our portfolios are based upon Nobel Prize-winning academic research and a growing body of knowledge that shows the advantages of a well-diversified portfolio, as opposed to stock-picking and market timing. We have expertise in insurance planning as well, with specialized knowledge in long term disability, life insurance, and long term care insurance, so we can help you make sense of the options available and how they fit your situation.Read More

What are Gessner Wealth Strategies social media links?
Gessner Wealth Strategies Linkedin page Gessner Wealth Strategies Twitter page Gessner Wealth Strategies Facebook page
Is Gessner Wealth Strategies a public company?
Gessner Wealth Strategies is private company therefore does not currently have an official ticker symbol
See more information about Gessner Wealth Strategies

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