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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

Before you eat that turkey, check out these numbers

Submitted by LWM | Linden Wealth Management LLC on November 27th, 2019

Pre-Holiday Economic Releases

I'm sure you're more than ready to tune out the markets, work, and all of that other stuff and begin celebrating Thanksgiving with friends and family.

Year-End Planning Strategies

Submitted by LWM | Linden Wealth Management LLC on November 6th, 2019

Year-End Tax and Retirement Planning Strategies

Year-end is a special time shared with friends and family, but it's also the time when specific financial planning takes place. Below is a list of year-end planning strategies designed to lower taxes, save money, and reduce risk.

What's Retirement Readiness?

Submitted by LWM | Linden Wealth Management LLC on October 31st, 2019

Are You Ready?

Retirement readiness means you have the financial resources to cover all expected and unexpected expenditures throughout the remainder of your life and that you can continue to maintain a high standard of living no matter the situation.

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?

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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