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
Tax appointment planning can help you get your personal and business documents in order—making it easier to file your 2023 taxes. This brief guide outlines the steps you can take to get ready.
Blog
To make sure tax considerations are seamlessly integrated into your financial plan, here’s a primer on some of the ways you can work with your financial advisor on tax planning.
Blog
The wage gap between men and women can significantly impact your retirement planning. Learn how to bridge the women’s wage gap with these six tips.
Blog
Capital gains can lead to unforeseen tax consequences. Find out how efficient tax planning can help reduce your capital gains tax.