Home

Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

Three reasons to work with a fiduciary:

Trust. Your interests always come first
Fairness. We never accept commissions
Integrity. Conflict-free advice

Elections' Results Might Be Unclear, But Not Market's Reaction

Submitted by LWM | Linden Wealth Management LLC on November 5th, 2020

While the elections' results might be unclear, one thing that isn't is the market's reaction.

Year-End Tax and Investment Planning

Submitted by LWM | Linden Wealth Management LLC on October 21st, 2020

Year-End Tax and Investment Planning

By taking a proactive role in tax and investment planning, you can save yourself a lot in taxes, improve returns, and ensure that more money remains working toward your goals — and less going to the IRS.

Pullbacks are normal, and it's time in the market not market timing that makes the difference

Submitted by LWM | Linden Wealth Management LLC on June 10th, 2020

Looking Forward.

We need to remind ourselves that pullbacks are normal and that it's time in the market and not market timing that makes a positive difference to long-term performance and achieving one's investment objectives:

Financial Planning and Investment Advice.

A complete program built around your needs and requirements.

Growth & Security.

Finding the balancing point that reflects your true priorities.

Blocking Out The Noise.

An investment approach that responds to life's changes -- without getting caught up in the clamor of changing times.

Expertise You Can Trust.

We put your financial well-being first.

How Well Are You Doing?

Get your copy of "How Successful Couples Build Wealth" today!

Home

Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

Three reasons to work with a fiduciary:

Trust. Your interests always come first

Fairness. We never accept commissions

Integrity. Conflict-free advice

Elections' Results Might Be Unclear, But Not Market's Reaction

Year-End Tax and Investment Planning

Year-End Tax and Investment Planning

Pullbacks are normal, and it's time in the market not market timing that makes the difference

Looking Forward.

Subscribe to receive our blog posts and newsletters directly to your inbox

Looking to learn more?