General Info

Gordon Wealth is a team of financial professionals managing assets for private and corporate clients. Our goal is to help clients accumulate and preserve wealth over a long-term investment horizon. We are also dedicated to understanding and helping each and every one of our clients get what they want out of life. We utilize a process-driven approach to investment management with our clients, aimed at optimizing portfolio performance at a level of risk that is derived from their specific investment profiles. The result is a working relationship founded on sound principles, providing clients with objective investment advice and life coaching.