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Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Geller Private Wealth, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.

We are proudly partnered with &Partners, a wealth management firm with robust technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.

We believe that every client has unique needs, goals, and concerns. Rather than offering standardized solutions, we take the time to understand your specific situation before developing a personalized plan. Our comprehensive approach considers all aspects of your financial life, not just investments, and we’re committed to educating and empowering you throughout the process.

We are available to meet with clients on a quarterly or semi-annual basis, depending on your preferences and needs. However, we’re always available to meet more frequently during significant life transitions or market events. Our goal is to help ensure your plan remains aligned with your evolving goals and circumstances.

While we specialize in helping clients with investable assets between $1 million and $25 million, we evaluate each relationship individually. We’re most focused on finding clients who value our comprehensive planning approach and with whom we can develop a long-term relationship.

Our retirement planning process begins with understanding your vision for retirement and analyzing your current financial situation. We then develop strategies to help generate sustainable income, help optimize Social Security benefits, manage healthcare costs, and address other retirement concerns. Throughout retirement, we continue to review and adjust your plan to help maintain financial confidence.

We host a variety of events, including educational seminars on financial topics, client appreciation events, and interactive workshops. Past events have included wine tastings, cooking classes, golf outings, and informational sessions with subject matter professionals. These gatherings provide both valuable information and opportunities to connect with our team and fellow clients.