Unparalleled Asset Custodian

Unparalleled Asset Custodian

Gerritz Wealth Management, Inc. does not take custody of your cash or securities. Because the security and safeguarding of your assets are of the utmost importance, GWM recommends that clients place their assets in an independent third party, fully insured, asset custodian.

Folio Institution, a division of FOLIOfn, offers state of the art custodial and brokerage services to investment advisors and their clients. Click on the Folio Client icon below to learn more about the outstanding features offered by Folio Institutional.



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Retirement Success in the New Economy

Are you retired or about to retire?

Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation? Having a stable and a secure investment foundation is the key. Read More»

Call Stephen Gerritz, Registered Investment Advisor Representative, Today at 541-608-9958