Our world and our lives have become increasingly complex.
We are here to help simplify all that complexity and to provide you with a strategic life plan by integrating all facets of your financial and personal life into a comprehensive and unique plan. Our planning process has the rigor and comprehensiveness you would expect when trusting a firm with your personal and financial well being. Our focus is on your needs, providing innovative solutions, and allowing you to make empowered decisions regarding your wealth and your strategic life plan. For some, a pressing need might take priority and we can start there on your journey to a strategic life plan. Nothing satisfies more than our empowering our clients, and growing with them.
Regardless of your plan’s complexity, there are six fundamental steps to take in order to achieve your goals and objectives. These steps set the foundation for our long term partnership in which the initial planning is only the beginning. Understanding who you are where you want to go is our first priority. As your guide along your journey, we will help you alter the course as necessary, due to changes in the world, major life events, and any other changes that you may encounter. Our goal is to help you simplify your plan, bring clarity, and to empower your decision making.
How We Help You
As an independent advisor, we answer to only one person, you. We associate with large national organizations to provide the scale of a large firm without sacrificing the quality of advice and services which we provide. We are always looking at innovative solutions for all of our clients, and having the ability to choose which firms we work with allows us the independence, objectivity, and flexibility our clients deserve.
Working With You
Working as part of your planning team with your other advisors, we often become the center contact for our clients. Most clients prefer having one point of contact for all the planning issues and coordination of their strategic life plan. Working with your other professional advisors allows us to best coordinate strategy and the implementation of your financial plan.
Tracking Your Progress
The world is dynamic and your plan is a living blueprint changing as the world, your life, your family, and your business change. Our unique reporting shows you a clear and complete picture on where you are and where you are heading ensuring you remain on track. In addition, it fulfills our goal is to make sure our clients are fully informed and clear on their path by holding us accountable for your plan.
All of our relationships start with a meeting in which we get to know one another. There is no cost or obligation with many clients having plan in place and looking for a free second opinion. Please don’t hesitate in contacting us at 203.335.0851 and we will be happy to assist you in any way we can.
2429 North Avenue
Bridgeport, CT 06604
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or GFS Wealth Management Advisors, Inc. (GFS). Kestra IS and Kestra AS are not affiliated with GFS or Ganim Financial. Ganim Financial, GFS, Kestra IS, and Kestra AS do not offer tax or legal advice.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC or GFS Wealth Management Advisors, Inc., may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.
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Black Diamond Login
Provides convenient online access to your investment accounts and your asset performance, anywhere at anytime. We are in the process of finalizing the Black Diamond setup. If you have not yet received a login, please contact James Reynolds or Christopher Ganim.