CUSTOMIZED WEALTH MANAGEMENT
WE WANT YOU TO RETIRE AND THRIVE
At Gunther Wealth Management, we believe a thriving mindset comes from having clarity, confidence and direction – that’s why we provide advice and guidance tailor-made for each client’s specific situation.
Our primary focus is on helping you protect and grow your wealth – now and for future generations. We do this by identifying planning and investment opportunities and designing strategies that align with your core values, prioritize your goals, and manage risk. We complement this expertise and diligent oversight with a concierge approach to client service, building relationships that last for years to come.
With thoughtful planning and strategic guidance, we can help you pursue the joys of a well-planned retirement.
EXPLORE OUR SERVICES
Private Wealth Management
We provide a customized, comprehensive approach to wealth development and asset preservation for affluent individuals and families.
Investment & Asset Management
We possess an extensive array of capabilities for the sophisticated investor’s unique investment objectives.
ESG & Socially Responsible Investing (SRI)
We help you identify opportunities to develop a more ethical, values-based portfolio that aligns with your goals and core beliefs.
Tax Loss Harvesting
Our expertise enables us to evaluate and apply this investment strategy to situations where we believe it is appropriate.
Complex Trust & Estate Planning
We combine our 25 years of experience with the expertise of specialized professionals to develop detailed solutions for your trust and estate planning needs.
Next Generation Financial Consulting
It is our pleasure to offer advice and guidance to the next generation of families we serve.
Comprehensive Insurance Planning
We strategically review existing policies with an eye for coverage gaps and provide key recommendations that help you protect the people and things you love.
Strategic Retirement Solutions
We have refined a dynamic process that increases your probability of success in retirement and provides you a clear and concise income distribution plan.
EMBRACING OUR ROLE AS A FIDUCIARY
Being a fiduciary means that as your financial advisor, we have a legal obligation… by putting our client’s best interest first. At Gunther Wealth Management, we take this standard of care to heart – we understand our recommendations and guidance have the power to shape your financial future.
As an Accredited Investment Fiduciary (AIF®), Joe Gunther acts on your behalf in situations that require the utmost trust and diligence, and Joe is passionate about satisfying the responsibilities of this role beyond its simple legal definition.
We invite you to experience the integrity and potential of our fiduciary services and welcome any questions.
INVESTMENTS THAT DO GOOD
Interested in learning more about ESG & Socially Responsible Investing?
Download our guide for an overview of important differences and see if this strategy is right for you.