Sophisticated
Wealth Management
From Independent
Advisors
Your family has
deep roots, does
your advisor?
Build a legacy,
not just a portfolio.
Are you on track?
Who is guarding
your wealth?
Have your
investments gotten
better with age?
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It’s OK if you’re not old money.
Neither are we.

It’s not that we have anything against inherited wealth. It’s just that most of our clients have built theirs the same way we’ve built our firm: Through hard work. Which means we know better than most wealth management firms how to protect and grow the results of lifetime’s labors.

And while Benedetti, Gucer & Associates lays no claim to being the favorite wealth management firm for “old money,” we have earned a reputation for rock-solid integrity and service to clients that is the envy of such firms. Perhaps that’s why a significant amount of money – both old and new – has found its way to us.