GEF Wealth Management is an independent firm providing financial services and investment products to its valued customers. We maintain a strict focus on our clients' goals and objectives; build investment portfolios tailored to their needs and tolerance for risk; and utilize unique asset allocation and diversification models to reduce volility and improve investment performance. This group has combined experience in the securities and investment industry of over 50 years at some of the industry's leading financial institutions.
Unlike many of our competitors, GEF Wealth Management is an independent financial services firm. Independence means we are neither required nor additionally compensated to sell a Broker/Dealer's proprietary products or use its research. Independence gives us the opportunity to offer what we believe to be the best investment vehicles and strategies for our clients. Independence, we believe, is critical to helping clients objectively reach their goals.