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Who We Are

Turning accumulated wealth into lasting wealth.

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.

We seek to develop carefully-crafted private wealth strategies, provide exemplary client service, and accomplish stated goals and objectives—all in a manner that puts 100% of its focus on the best interests of the client. (If you think “best interests” is an overused phrase, check out what truly makes us different from other advisors.)

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