At the Gerrish and Sicina Wealth Management Group we understand the importance of our role in clients’ lives and pride ourselves in the ability to help individuals and families navigate challenging transitional periods. Whether clients are planning for retirement, selling a business, or have lost a family member our extensive planning process allows us to better understand our clients’ needs. Together we uncover and explore all of the important variables that influence the decision making process to arrive at thoughtful solutions. Through our more than forty years of combined experience we have learned that by getting to know our clients closely through the process of holistic planning we are able to help them make sound decisions for their personal situation.
Performing the due diligence required to develop a tailored investment plan helps to constitute the basis of our clients’ investment strategies. By educating clients to the extent necessary for them to feel comfortable with the decisions they make, we guide them through the planning process. Our goal from the ouset is to establish trust so that our clients and prospective clients know that we have their utmost best interest at heart and in mind when providing advice. In our experience, we have found that over time our client relationships often blossom into friendships.