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. 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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The Business Cycle

How will you weather the ups and downs of the business cycle?
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