Our Mission

How We Work

Gwynedd Wealth Solutions specializes in helping business owners and professionals in multiple ways. Our firm utilizes the latest technology to design and implement 401(k) plans, conduct business valuations and provide multiple insurance options including disability, life, buy/sell, business owner expense and long-term-care.

Our mission is to help owners of small to medium size businesses lower their 401(k)-plan administrative burden and fiduciary liability, increase the value of their business and insure their livelihood.

We help business owners quantify and reduce their 401(k) fiduciary liability and reduce their administrative headaches. In addition, we provide a robust offering for plan participants. We accomplish both by offering simple, cost efficient, streamlined plans utilizing a cutting-edge digital platform.

Our primary goal is to be a valued resource to our clients. 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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