About Gensler Team
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Gensler team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.
Advisory Team
Client Service Team
Resources from our team
Blog
Whether it's due to longevity, divorce, or other lifestyle choices, nearly 80% of women will become solely responsible for their finances at some point in time. By thoroughly understanding the principles and nuances of financial planning, women can proactively prepare for challenges, instead of reacting to them.
Blog
A Stretch IRA functioned as an estate planning tactic aimed at prolonging the tax-deferred advantages of an inherited IRA for non-spousal beneficiaries. Under this strategy, beneficiaries were required to take distributions from the IRA, calculated according to their life expectancy rather than that of the original account holder.