We value … the commitment to Lifelong Learning Keeping abreast of the marketplace requires the on-going commitment of our team. There are new investment opportunities, strategies, tax and registered plan changes taking effect constantly. Our industry never rests and neither do we. We are committed to continuing education initiatives. Relentess reading, research, daily review of news and analyst analysis as well as professional development initiatives ensure we have the latest, most relevant information available in order to maximize your returns and income, while minimizing risk. "An investment in knowledge pays the best interest." - Benjamin Franklin
We value … the commitment to Exceptional Customer Service We are dedicated to building a transparent, trustworthy, confident and long lasting relationship with you. Our approach is personalized and built around your goals.
We value … the power of Teamwork The Gurney Wealth Management Team consists of highly accomplished individuals whose specific talents, educational background and expertise in different areas build a strong, effective and proficient group. Each of us bring our own unique set of strengths, skills and talents, collaborating for the intergenerational management of your wealth. We work together in an environment that fosters communication and equitable discussion, every investment choice and each strategy has the benefit of our combined experience.
We value … the commitment to educate and simplify Our communication and guidance is delivered with simplicity so you have a clear and concise understanding of every solution and how it relates to your personal wealth management goals.
We value … our commitment to process We take a disciplined approach to portfolio management. By following a detailed process we can ensure every decision made has gone through the same screening through both qualitative and quantitative measures to ensure it meets our investment guidelines when building your customized portfolios.
We value … the importance of being your fiduciary above everything else We are dedicated in placing your best interests above all else. It is the foreground of every decision we make.