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Financial Planning and Investment Advice.

A complete program built around your needs and requirements.

 

Build Wealth.  Plan for the Future.  Secure Retirement.  

Growth & Security. 

Finding the balancing point that reflects your true priorities.

Build Wealth.  Plan for the Future.  Secure Retirement.  

Blocking Out The Noise.

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

 

Build Wealth.  Plan for the Future.  Secure Retirement.  

Expertise You Can Trust.

We put your financial well-being first.

Build Wealth.  Plan for the Future.  Secure Retirement.  

How Well Are You Doing?

There is no time like the present to begin planning and investing for your future.

 Closer Look Analysis

Build Wealth.  Plan for the Future.  Secure Retirement.   

 

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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:

  1. Trust.  Your interests always come first

  2. Fairness.  We never accept commissions

  3. Integrity.  Conflict-free advice

 

Preparing for an Early or Unexpected Retirement

Submitted by LWM | Linden Wealth Management LLC on February 10th, 2021

More Americans are retiring earlier than you might think.

Tags:
  • financial planning
  • retirement planning, investment management, investments
  • Read more

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. 

 

Tags:
  • investment management, financial planning,risk management
  • Read more

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.

 

Tags:
  • investment management, financial planning,risk management
  • Read more

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  •   106 South Oak Park Avenue, Suite 204,
    Oak Park, IL 60302
  •   708-948-7111
  •   gadowney@lindenwm.com
 

 

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