We help you to Preserve Your Wealth
Do you have a wealth preservation plan?
We help you to Preserve Your Wealth
Do you have a wealth preservation plan?
Meet Our Founder
Don't Outlive Your Money
Without an effective plan with lifespan’s increase with advances of modern medicine we can help you create a plan to ensure you don’t outlive your money.
Negate Stock Market Crashes
We work with clients to create a plan which could include minimizing the downside of stock market correlated investments. Let’s talk about your current strategies and plan.
Utilize non stock market related investments
Take advantage of an asset class that has no relationship to stock market in order to insulate yourself from market volatility.
Don't Outlive Your Money
Without an effective plan with lifespan’s increase with advances of modern medicine we can help you create a plan to ensure you don’t outlive your money.
Negate Stock Market Crashes
We work with clients to create a plan which could include minimizing the downside of stock market correlated investments. Let’s talk about your current strategies and plan.
Utilize non stock market related investments
Take advantage of an asset class that has no relationship to stock market in order to insulate yourself from market volatility.
“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” - Warren Buffett
“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.”
- Warren Buffett
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Let's Have a Chat
In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is arguably the most important service any financial professional can offer you.
Don’t get caught in an unfavorable situation due to market volatility exposure. We examine each client’s unique portfolio carefully, educating our clients about their options and steps they can take to potentially lower risk.
Let's Have a Chat
In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is arguably the most important service any financial professional can offer you.
Don’t get caught in an unfavorable situation due to market volatility exposure. We examine each client’s unique portfolio carefully, educating our clients about their options and steps they can take to potentially lower risk.
“Successful people are those who are willing to do the things that unsuccessful people are unwilling to do” - Seymour Gerstman
Testimonials
Dr. Hal Abrahams, New Rochelle, NY
10/08/2020
“I have been working with my financial advisor, Michael Gerstman for over 20 years. Michael employed a technique that put tens of thousands of dollars in my pocket. Both my CPA and I were hugely impressed by Michael’s expertise. I’m lucky to have him on my team and you really need to have him on yours!”
Jason Haber,
Partner Law Firm of Haber-Blank
14/08/2020
"I give Michael Gerstman and his team my highest recommendation. Michael has assisted my family for about a decade. He has always stayed on top of changes that might affect our goals and gives sound advice to keep us on track. When it comes to financial matters, there isn't a shadow of a doubt that Michael is my first call."
GIVE US A CALL TODAY!
(833) 433-2713