GerardGruber- Financial Advisor Westport, CT

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About Gerard Gruber

Harbor West is a value-oriented financial planning and wealth management firm dedicated to helping our clients reach their financial goals. Whether it's retirement planning, business strategy, helping navigate through life transitions like marriage or divorce, or asset and investment management, we customize your financial plan to your individual goals, aspirations, even dreams.

Harbor West, formerly Hayden Wealth Management, isn't a big, impersonal firm or a cookie-cutter shop. We're about building relationships, getting to know you, and collaborating on the customized financial road map that will take you where you want to be now and in the future.

Think of us as your personal financial consultant and wealth adviser, a resource that will provide integrated financial planning and investment management solutions based on experienced judgement, superior service and, above all, your goals.

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General Information

CRD#

4469120

Firm CRD#

120894

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CDFA^®

Insurance and Annuity Licenses

Variable Life, Disability, Long Term Care, Life, Health, Annuity, Accident

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892263/paladinregistry-Harbor-West-Wealth-Management-&-Planning-detailed-disclosure.html

Disclaimer

Securities and Advisory services offered through Geneos Wealth Management, Inc Member FINRA/SIPC.

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Paladin Research Report For:

Gerard Gruber

Harbor West Wealth Management & Planning