At Geist Family Wealth, our mission is to help you and your family pursue true wealth for generations to come.
Our Proven Process
The value we add to our clients’ lives is centered on an established and proven process to understand what’s most important to them. We then develop custom-tailored solutions and provide long-term strategic advice to help them pursue true family wealth.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.
How Can We Help You?
Set My Family Up for Success
I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.
I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.
Prepare for Retirement
Retirement is approaching, and I want to make sure my family has the income we’ll need.
Leave a Legacy
I've accumulated wealth and want to develop a long-term tax efficient strategy to pass it on to my family and others
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.