facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Managing wealth is how we serve.

I created Gordon Private Wealth to direct my focus towards a business that serves clients first, that comes from the right place, and that connects our work in wealth management to a greater purpose. That greater purpose includes glorifying God through our lives - both personal and professional, building emerging communities like our hometown of Frisco in north Dallas, Texas, helping children who have been hurt or neglected, and fostering creativity through art, music, and entrepreneurship.

Shea Gordon, Founder and Chief Executive Officer Gordon Private Wealth

 

Gordon Private Wealth delivers a distinct professional perspective to wealth management clients through a fully-aligned business structure and by getting things done with a level of excellence that many clients have not experienced.  We seek deeper, more meaningful relationships with the people we serve.



Perspective

Developing an astute point-of-view for investments comes from talent and experience, both of which we possess and use on our clients’ behalf.


Alignment

Our interests are aligned with our clients’ interests, because we serve our clients first.


Execution

Simply put, we get it done. You can trust us to do what we say we will do for you with a sense of urgency and adherence to a sound process.

At Gordon Private Wealth, we serve families, executive leaders, athletes, and entrepreneurs who have accumulated wealth through either a lifetime of working hard or through a sudden "wealth event" - like the receipt of an inheritance or the sale of an asset like a large real estate position, concentrated stock holdings, or a family-owned business. The clients we work with have net worths between $500,000 and $50 million or more. Our clients expect a higher level of sophistication without sacrificing personalization.

Check the background of this firm/advisor on FINRA’s BrokerCheck.
Perspective. Alignment. Execution.