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RIA · CRD 282667

Updated:

Gessner Wealth Strategies LLC

Gessner Wealth Strategies is a fiduciary financial planning firm committed to helping clients and their families make smart decisions about their wealth.

Overview

Gessner Wealth Strategies is a fiduciary financial planning firm committed to helping clients and their families make smart decisions about their wealth. The firm provides unbiased advice with no investment commissions and no hidden fees, holding itself to high ethical standards as a fiduciary. It focuses on understanding clients’ money and lives to help them visualize and plan the next chapter, including retirement.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Houston

Corporate office

United States

Principals

Michelle Gessner

CFP, MSM, CFBS, LUTCF — Founder and Owner

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