Gerri Sonkin, PFP

My mission is to help families, individuals, businesses and organizations build lasting financial wealth by providing clarity, guidance and professional accountability for their specific wealth management needs. I am eager to learn about your unique situation and explore how our services can be of benefit to you and your family. Our dedicated team is designed for clients who have reached a stage where their financial affairs are becoming increasingly more complex and where they require professional assistance managing their investment assets. We understand YOUR needs: Successful business owners and self-employed professionals who need help managing personal and business assets Executives and professionals wanting free time to focus on personal and career goals Pre-retirees who want to make the most of their retirement savings as they approach retirement Retirees seeking innovative strategies to maximize their after-tax retirement income, while still protecting their financial security Well-established families looking for professional guidance transferring wealth to the next generation in a tax-efficient manner Philanthropists seeking unique ways to enhance and increase their legacy to chosen charities Non-profit organizations requiring assistance in managing investment assets according to specific guidelines Our expertise to help YOU: Financial Planning Tax-efficient Portfolio Management Retirement-lifestyle Planning Estate Planning Solutions Retirement Income Portfolios YOU can benefit from our process: Phase 1: Discovery Phase 2: Itemize your Goals Phase 3: Strategy Plan Phase 4: Wealth Management Approach Phase 5: Implementation Phase 6: Monitor and Adjust We provide comprehensive quarterly reports that include market commentary and performance summaries. We will also meet with you on an on-going basis to discuss your progress. Your needs and objectives will change over time and we will ensure your plan evolves with you.