wiseradvisor

Jeffrey Biernat,  Vivek Sharma
Gwynedd Wealth Partners, LLC

Tel: (267) 640-7750
600 W.Germantown Pike
Suite 400
Plymouth Meeting, PA 19462

UNIQUE MONEY MANAGEMENT. INDEPENDENT ADVICE.

Gwynedd Wealth Partners, LLC | Financial Advisor in Plymouth Meeting ,PA

About Gwynedd Wealth Partners, LLC

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General Information

States Licensed in:   PA
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Alternative Investments, Bonds, Stocks, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email, At your office, At my office, At your home


Qualifications & Memberships

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $25000


Jeffrey Biernat,  Vivek Sharma

Jeffrey Biernat,  Vivek Sharma

Gwynedd Wealth Partners, LLC is a Pennsylvania Registered Investment Advisor.

Gwynedd is an independent, fee-only investment advisor that works with individuals, families, endowments, foundations, small businesses and large institutions.

GwyneddÂ’s mission is to provide our clients with a clear, sound, workable plan for their financial future and the mechanism to accomplish it.

Our key services for individual clients include Money Management and Advanced Financial Planning.

We use proprietary research, analysis and modeling to build a wide-range of portfolios which include cost-effective ETF-based products, managed-volatility products, tax-managed products and separately managed accounts.

Our goal is to incorporate all aspects of your financial goals, return objectives and risk tolerance to build an efficient financial strategy and to execute on it tactically as your partner in wealth management.

My Services

Financial Planning for Individuals

The complex, and often ever changing, tax laws demand constant attention and a level of experience and expertise that few firms can provide. At Gwynedd, we will be your advocate and act as your facilitator for all the various financial aspects of your life. We will help you create your plan, and then coordinate and work in concert with your legal team, accountant and any other advisor you currently work with. If you are searching for new representation, we have excellent strategic partners that we work with. We pride ourselves in our ability to provide advanced planning services in a simple, cost effective manner. Whether you require a retirement plan, estate plan or something more complex, we are here to help you.


Insurance Planning

Insurance is not just about protection. We will work with you to maximize the advantages that insurance can offer from a retirement, estate and business planning perspective.


Money Management

We use proprietary research, analysis and modeling in conjunction with ETF's, funds, individual securities and investment products from the top money managers to implement the most effective money management strategies for our clients. Our reputation and history of success with our clients and their business needs speaks for itself. There's no substitution for the best.


My Team

Vivek Sharma
Vivek Sharma Senior Financial Advisor
Dr. Vivek Sharma is a Senior Financial Advisor at Gwynedd Wealth Partners, LLC. He has been a strategic consultant for over four years and prides himself in building relationships with his clients to understand their specific needs. As a Registered Investment Advisor Representative, Vivek works directly with Individual and Institutional clients to provide financial advice suitable to manage their wealth and to meet their financial objectives. In addition, he is a member of Gwynedd's I ...more

Jeffrey Biernat
Jeffrey Biernat CEO and Founder
Jeffrey is the Founder and CEO of Gwynedd Wealth Partners, LLC. He has been in the Financial Services industry for over 28 years. Jeff provides the vision and direction for Gwynedd. In addition, Jeff is responsible for leading the Investment Management Division and directing the Investment Strategy for the firm. He works directly with our Individual and Institutional clients to formulate the appropriate investment strategy to meet their objectives.

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