We are Registered Investment Advisors. Most firms are not. Being an RIA means that we have a legal fiduciary duty to provide suitable investment advice to our clients and to always act in their best interests. But even if we weren’t RIA’s, we’d still do what’s best for our clients. That’s just the way we were brought up.
We offer investment options not available to most people. Privately traded REIT's purchased at a discount on the secondary market for example. And private equity and activist investor funds for a couple more. Fact is, we offer every investment option the largest firms do and some they don’t. Along with advice that is much more sophisticated than that offered by our competitors. (Our tax planning advice as it pertains to investments is particularly highly valued by clients.)
We don’t believe in “playing the market”. We believe the stock market is a great place to grow wealth. But not necessarily to create it. Most of our clients have created their wealth through their business, their real estate and their practices. They trust us to protect it and help it grow.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 7000 Peachtree Dunwoody Rd, Sandy Springs,georgia,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bgawealth.com
- Keywords
- Wealth Management, 401K Advice, 401K Rollovers, Estate Planning, Retirement Planning, 401K Review, Corporate Retirement Services.
- HQ
- Sandy Springs, Georgia
Benedetti, Gucer & Associates Questions
Benedetti, Gucer & Associates's website is bgawealth.com
Benedetti, Gucer & Associates's LinkedIn profile is https://www.linkedin.com/company/benedetti-gucer-associates
Benedetti, Gucer & Associates has
14 employees.
View email and phone details for 14
employees at Benedetti, Gucer & Associates.
Benedetti, Gucer & Associates's industry is
Financial Services
Benedetti, Gucer & Associates's top competitors are
Estes Heating & Air,
Beam Asset Management, Llc,
Keystone Private Wealth,
Reno M. Borgognoni, Cpa, Pc,
Beam / Bga Wealth,
Boyd Brothers Service Inc,
Mercer Advisors,
Kpmg Us,
Eden Rock Real Estate Partners,
Ft Financial Llc.
Benedetti, Gucer & Associates's categories are Financial Services
Benedetti, Gucer & Associates's founding year is 2006
