At Gottesman Wealthy Advisory, we are committed to building a solid, lasting relationship with all of our clients. Keeping clients informed is a top priority for our team, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues.
We have a disciplined investment philosophy, strong portfolio models and we are dedicated to our clients. Our clients are primarily individuals: highly-successful business owners, professionals and executives, all with their unique wealth planning needs.
We are passionate about helping clients make decisions needed to secure their current financial goals and achieving their future financial goals. We work hard to offer our clients an extensive range of financial products by focusing on specific client values and completing a thorough understanding of what clients want.
Backed by a 200-year legacy of trust, insight and thought leadership
As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.
To learn more about the team, please have a look at the team's individual profiles.