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Wealth Management
At Gabelli, wealth management is focused on building and preserving private client wealth by combining our heritage of research-intensive investment management with a proactive understanding of suitable wealth planning options to align with your long-term goals.
Nearly five decades of experience with private wealth clients has given us this perspective of partnership, allowing us to continue to serve clients through:
--Dedicated and experienced relationship and wealth management professionals who provide fully tailored solutions--
--Distinguished investment acumen and tailored solutions to help you reach your investment goals - and resources to help you evaluate different wealth planning strategies--
--Active participation in the planning dialogue with your family members, tax and trust, and estate advisors--
--Long term gifting planning for your family--
--Highly effective financial education for the next generation of family members--
