Unlimited
Ginsler Wealth is a new wealth management experience. We exist to serve successful families that embrace independence and the flexibility it provides; families that want unconstrained wealth management solutions; and families that expect a higher, more personal level of service. Think of it as your wealth…Unlimited.
ABOUT US
We don’t rest, so you can.
Ginsler Wealth is a full-service wealth management firm focused on a clientele of high-net-worth individuals and families. We are completely independent. We are unlimited by “Big Bank” constraints and never “lock you in” with proprietary products…because we don’t sell any. We search the world to bring you the most appropriate products, services and experts. And we are always available when you need us.
OUR SERVICES
Wealth Management
PLANNING
Cashflow & budgeting; tax, insurance, legal, & estate planning, retirement planning.
INVESTING
Goal setting, asset mix determination, investment manager & strategy selection, reporting.
COORDINATING
External advisor & investment manager oversight, review of private investments, consolidated reporting.
LIVING
Lifestyle concierge, information services, strategic business advice, philanthropic planning.
at Rosenberg Research