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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

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.

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.

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

Preparing for an Early or Unexpected Retirement

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

Year-End Tax and Investment Planning

Year-End Tax and Investment Planning

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