Benedetti, Gucer & Associates

Sophisticated Wealth Management from Independent Advisors.

General Information
Company Name
Benedetti, Gucer & Associates
Founded Year
2006
Location (Offices)
Sandy Springs, United States +1
Founders / Decision Makers
Number of Employees
14
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Benedetti, Gucer & Associates - Company Profile

Benedetti, Gucer & Associates is a financial services startup offering sophisticated wealth management from independent advisors. As Registered Investment Advisors (RIA), the company is legally bound to provide suitable investment advice and always act in the best interests of its clients. The firm prides itself on offering investment options not typically available to most people, including privately traded REIT's and private equity and activist investor funds. Founded in 2006 in the United States, the company differentiates itself by providing advice that is more sophisticated than its competitors, with a particular focus on highly valued tax planning advice related to investments. Additionally, the firm emphasizes a focus on wealth protection and growth, rather than "playing the market," catering to clients who have created their wealth through various means and seek to safeguard and increase it.

Taxonomy: Registered Investment Advisors, Fiduciary Duty, Sophisticated Investments, Private Equity, Activist Investor Funds, Tax Planning, Wealth Management, Business Owner Services, Legacy Planning, Retirement Planning, Estate Planning, 401K Advice, 401K Rollovers, Corporate Retirement Services

Funding Rounds & Investors of Benedetti, Gucer & Associates (0)

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There is no investment information

Latest News of Benedetti, Gucer & Associates

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