We provide a comprehensive financial plan that is designed to provide a clear pathway for you to pursue your lofty goals in life.
Retirement Income Planning
We help you create a clear, tax-aware plan for drawing income in retirement, so you always know where your money’s coming from.
Wealth Management and Investment Planning
We manage your investments intentionally, aiming to grow your wealth while limiting unnecessary risk and taxes.
Estate and Legacy Planning
We help you create a plan to transfer your assets, on your terms, to the people and causes that matter most.
Tax-Efficient Planning Strategies
We look for ways to reduce your tax burden, then work with your tax professional to make sure every part of your plan works together.
Alternative Investing
Using non-correlated strategies to provide additional diversification to your portfolio.
Insurance/Long-Term Care Planning
Finding the right type of insurance coverage for your family’s needs can be a complex and arduous process. We will help provide insight to the right products and protection for you and your family.
Retirees
Helping manage cash flow and growing capital in retirement.
Sudden Wealth Events
Receiving an inheritance, settlement, or unexpected financial windfall can bring more questions than answers. We help you navigate these transitions with care—so your next steps reflect both your values and your long-term goals.
Generational Asset Transfer
Passing down wealth requires more than good intentions. We provide thoughtful planning to help you transfer assets in a way that’s structured, tax-aware, and aligned with your family’s vision.
Fee Transparency
Clarity matters. That’s why we offer fee-only planning options—so you know exactly what you’re paying for, and why. No confusion, no surprises.
Neither Geller Private Wealth nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Who We Work With
We proudly work with individuals and families from a variety of backgrounds.
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Individuals
Experiencing sudden wealth from settlements or inheritances.
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Widows and Surviving Spouses
Managing life transitions and financial independence.
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Business Owners
Navigating growth, succession, and long-term wealth strategies.
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Police Officers and Firefighters
Seeking personalized retirement and financial planning.
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Medical Professionals
Balancing career demands with personal financial goals.
Our Process
Listen
We start with a conversation. No paperwork, no pressure. Just an open dialogue about where you are, what matters most, and what you want your money to do. The better we understand your life, the better we can plan for it.
Plan
After we gather the details—your goals, assets, income, and more—we create a plan tailored to your life. We walk you through it in plain language, explain every recommendation and answer your questions along the way.
Act
When you’re ready, we implement the strategy together. That might include managing your investments, adjusting your retirement plan, coordinating with your CPA, or updating your estate plan. We handle the details and keep you informed.
Evolve
Life changes and so should your plan. We meet with you to review your progress and make adjustments when needed. Whether it’s a market shift or a personal milestone, we’re here to help you stay on course.
Investment Philosophy
We don’t invest based on headlines. We invest so you can retire, support your family, give back, or simply feel more confident.
Your portfolio reflects your life and everything in between. We keep it clear and aligned with where you want to go.
So you always know what you own, and why.
