Independent Fee-Based Asset Management and Financial Planning Welcome!
We’re glad you stopped by for a visit. If you’re a client we want this site to provide you with ongoing service as well as a resource for critical information. You might think of it as an extension of the conversations we have in the office on various financial subjects. You can do all sorts of calculations, projections as well as catching up on the latest financial news and events.
For those of you who are meeting us for the first time, we realize this is the place where you are looking for information about us before deciding to contact us. You have probably already discovered there are two kinds of financial planning and advisory firms. The first kind, are product driven planning firms. This would include most banks, insurance company agencies and Wall Street firms. It consists of an array of people that primarily do planning to sell you a product (in many cases – proprietary product). As a client- driven firm we are different. As such, we value objectivity and independence. As fiduciaries we charge fees to do financial planning and portfolio management. Our founder has written books, articles, columns for such websites as TheStreet.com as well as many radio and television interviews. All of his work and his team’s work attests to the emphasis on helping clients integrate financial issues effectively into their lives. The collective intelligence, experience and judgment of our people have one passion: to help you have continual financial peace to freedom.
Regulatory Disclosure: The information on this website has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This website is neither an offer to sell nor a solicitation to buy any securities. Gerard Gruber and Dick Drew offereing securities and advisory services through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Vern Hayden is only licensed to provide investment advisory services through Geneos Wealth management, Inc. Investments are not insured by the FDIC, are not guaranteed and are not deposits or obligations of the financial institution. Investments are subject to investment risks, including possible loss of the principal amount invested. |
