Welcome to Gerrity & Co. Private Wealth Management

Gerrity & Co. Private Wealth Management has a diverse client base that includes high-net-worth and affluent individuals as well as individual trusts.

Our clients are located all across the United States. We take great pride in the fact that the majority of our clients are referred by existing clients and other professional advisors.

We are independently owned and have no outside shareholders or corporate ownership.

We offer complimentary introductory appointments. This provides an opportunity for you to present us with an overview of your financial situation, concerns and expectations. Together, we can determine if Gerrity & Co. Private Wealth Management meets your expectations and that you will be a positive addition to our clientele.

Our goal is to build a long term trust and relationship with you. Provide ongoing financial advice to help you and your family, make sound, educated financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For many of our clients, it is a relationship that spans over multiple generations. We believe that sets us apart from large investment, insurance and banking organizations.

We are committed to providing you with objective, creative and proactive strategies to the myriad of financial challenges that you may face throughout your life.

Gerrity & Co. provides tailored, objective guidance and investment management services coupled with the intimacy of a privately held boutique firm. It is our steadfast goal to develop and maintain a long term relationship with you and your family.

We are dedicated to the financial planning process, the professional code of ethics and continuing education. The professionals in our office possess financial credentials such as Certified Public Accountant, (CPA) Chartered Financial Consultant (Chfc) and Chartered Life Underwriter (CLU).

We work closely with your other professional advisors or refer you to our professional affiliates to properly implement your financial plan. Our goal is that our firm becomes the conduit by which all of your financial needs are met.