Gordon Asset Management, LLC
Financial Service
Why pick this one
Gordon Asset Management provides tax-aware wealth management and ERISA 3(21)/3(38) fiduciary oversight for families, executives, and corporate retirement plans.
Best for
- Families needing tax-aware retirement income and portfolio planning
- Business owners evaluating 401(k) fees, investment menus, and fiduciary liability
- Executives managing RSUs, stock options, or concentrated stock positions
- Entrepreneurs planning business exits, succession, or advanced tax mitigation
- Employers seeking participant financial wellness and retirement plan education
Look elsewhere if
- Customers seeking emergency financial services or short-term transactional banking
- Customers seeking only a basic investment transaction without ongoing wealth or retirement planning
Specialties
- Tax-aware retirement income planning
- Customized portfolio management
- Estate and legacy coordination
- 401(k) plan design and fee benchmarking
- ERISA 3(21) and 3(38) fiduciary oversight
- RSU and stock option planning
- Concentrated stock planning
- Business exit and succession planning
- Cash Balance Plans
Certifications
- CFP®
- CFA
What makes them different
- Independent fiduciary oversight for individuals, businesses, and entrepreneurs
- ERISA 3(21) and 3(38) fiduciary frameworks for corporate retirement plans
- Corporate plan fee benchmarking using 408(b)(2) disclosures and recordkeeper agreements
- Tax-aware portfolio management coordinated with clients' CPAs
- Executive planning for concentrated stock, RSUs, stock options, business exits, and succession
Distilled from this business's own website.
Contact & Location
- Address
- 4721 Emperor Blvd, Durham, NC 27703-8425
- Phone
- +19193136650
- Website
- http://www.wealthqb.com/
- info@wealthqb.com
Services
- Private wealth management
- Financial planning
- Investment management
- Corporate retirement plan consulting
- Executive wealth strategies
- Tax planning coordination
- Retirement income planning
- Participant financial wellness education
- Estate coordination