Serving Main Street With Independent Advice
A Powerful Partnership
Gerardi Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most comprehensive and personal service available, and we strive to create financial confidence to provide financial independence.
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The clients that work with us benefit from the collective wisdom of each member of our team, rather than the reputation of a single individual. Our team comes from diverse backgrounds but we are united by our commitment to serve our clients.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 - 2022 Five Star Wealth Managers.