GESSNER WEALTH STRATEGIES LLC

Overview

Gessner Wealth Strategies LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning with discretionary portfolio management and selection of third‑party advisers, and it also runs educational seminars and workshops for clients. Its service model includes traditional advisory fee arrangements (percentage of assets under management) alongside hourly and fixed fees, and the firm also operates as an insurance broker — a capability it integrates into client planning where appropriate. The firm identifies as an active ESG investor, signaling that environmental, social and governance factors are considered in portfolio construction or manager selection. As a capital allocator, Gessner Wealth Strategies places client capital across public markets and third‑party funds rather than operating as a pure product distributor. The practice is not structured as a multi‑state adviser and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices