Overview

Gwynedd Wealth Partners is a Registered Investment Advisor and the Philadelphia regions premier Wealth Advisor to Executives and Professionals. Gwynedd is looking to purchase investment practices or merge with a firm looking for a solid succession partner. Gwynedd's Founder and CEO, has over 30 years experience in the Investment Industry as both an Advisor and Senior Executive. He has held Senior positions at both Citicorp and JP Morgan in New York and most recently at PNC Managed Investments in Philadelphia before founding Gwynedd Wealth Partners. His extensive experience on the Institutional side of the investment business offers Gwynedd a unique perspective and position as an Investment Advisor. Gwynedd's objective is to advise mass affluent households and to help them navigate the investment landscape. Our firm's goal is to grow households and assets in a measured and strategic way.

Last Activity
6 months or more

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