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.)