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, and our extensive knowledge of financial products, we can help you better prepare for the future. After years in the business, we have developed a reputation for our ability to analyze our clients requirements and help them maximize their future retirement income. We are committed to finding the best solutions to meet your specific needs!
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 objective approach we can show you which strategy and products will best meet your long-term needs. We pride ourselves in our thorough understanding of the many financial products available. We take the time to determine which products will work best for you and explain the pros and cons of each. We are transparent in our approach so that you have the information you need to make the best decision for you and your family.
No one strategy fits everyone, which is why every client 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 Solutions, 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 Solutions, 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 in 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.