Broker Check

Vision and Values

Each client has entrusted Gordon Wealth to collect information, analyze needs, and execute suitable plans. Taking this into account, considerable effort is given to maintaining a team approach, working in harmony for the success of our clients.

The effort of Gordon Wealth is based on service. Identifying the clients╩╝ values, best interests, and goals which they seek to achieve. As  financial life advisors we believe that being there for clients for any and all issues is our primary concern. Combining both money management and living life to its full potential is the key to a well balanced life.

In the course of our work, we pursue honesty, integrity, trustworthiness and discipline. The group strives for excellence and goal orientation. We act with determination and encourage client feedback.

The leadership Gordon Wealth undertakes serves to proactively guide and to advise, to accept and delegate full command and responsibility, to provide support, and to inspire our clients to achieve their long-term objectives.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investments IQ."