GERRITZ WEALTH MGMT INC
GERRITZ WEALTH MGMT INC
2401 MEADOW CREEK DR
Medford, OR 97504
2401 MEADOW CREEK DR
Medford, OR 97504
Category: Financial Advisors
Fee based investment advisory firm managing individual client accounts as low as$50,000.
Stephen L. Gerritz, CFP is personal investment manager. Gerritz Wealth Management, Inc. is an IRA Roll-Over Specialist. Stephen believes in taking a proactive approach to money management. Stephen uses investment strategies that seek to protect investors from the steep declines that come with bear markets, while striving to capture gains when the market is rising. The results of his methods are reduced volatility and the potential for better rates of return. Conflicts of interest are avoided because our compensation is not based on commissions. The minimum size account we accept is $50,000. Call us at 800-877-1967 for a free telephone consultation.
Keywords: ira rollover fee based investment advisor
Stephen L. Gerritz, CFP is personal investment manager. Gerritz Wealth Management, Inc. is an IRA Roll-Over Specialist. Stephen believes in taking a proactive approach to money management. Stephen uses investment strategies that seek to protect investors from the steep declines that come with bear markets, while striving to capture gains when the market is rising. The results of his methods are reduced volatility and the potential for better rates of return. Conflicts of interest are avoided because our compensation is not based on commissions. The minimum size account we accept is $50,000. Call us at 800-877-1967 for a free telephone consultation.
Keywords: ira rollover fee based investment advisor
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