Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our training as financial professionals, coupled with our experience advising businesses, we can help you better prepare for the future. After years in the business, we have developed a reputation for our ability to analyze a business and to help owners create the greatest value when looking to sell/retire. We feel a commitment to our local business community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Through our business valuation service we can show you areas in your business that need the most attention so you can unlock and ultimately realize the highest valuation possible. We will review your shareholder and buy/sell agreements to ensure that you are adequately covered. In addition, we can design and implement your company 401 (k) plan and help you insure your livelihood. We invite you to discover and experience the power of our services.
No one strategy fits everyone, which is why every client and their business gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your goals and objectives, using the most efficient methods available.
Jeffrey is the Founder and CEO of Gwynedd Wealth Partners, LLC. He has been in the Financial Services industry for over 30 years. Jeff provides the vision and direction for Gwynedd. In addition, Jeff is responsible for leading the...
Dr. Vivek Sharma is a Senior Financial Advisor at Gwynedd Wealth Partners, LLC. He has been a strategic consultant for over six years and prides himself in building relationships with his clients to understand their specific needs. As...
Caressa is gearing up for her senior year at Penn State University where she is studying Marketing. After taking several marketing courses in high school, she knew during her junior year that marketing was the career for her. The past...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.