It's not that we have anything against inherited wealth. It's just that most of our clients have built theirs the same way we've built our firm: Through hard work. Which means we know better than most wealth management firms how to protect and grow the results of lifetime's labors.
And while Benedetti, Gucer & Associates lays no claim to being the favorite wealth management firm for "old money, " we have earned a reputation for rock-solid integrity and service to clients that is the envy of such firms.Perhaps that's why a significant amount of money - both old and new - has found its way to us.
And while Benedetti, Gucer & Associates lays no claim to being the favorite wealth management firm for "old money, " we have earned a reputation for rock-solid integrity and service to clients that is the envy of such firms.Perhaps that's why a significant amount of money - both old and new - has found its way to us.
Services
Business Owner Services
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It isn't that these business owners are dumb. After all, they didn't build their businesses by being stupid. Nor is it because sellers routinely get cheated. Buyers will take any advantage that comes their way, of course, but they're usually not dishonest. No, most businesses sell for less than they're worth because of one simple reason: They haven't been prepared for sale.
Retirement Planning
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Studies show that some 75% of all Americans reaching retirement age have less than $30,000 socked away to take them through their golden years. And when you consider that people will need about twenty times their annual income to maintain their standard of living, for those folks the future looks bleak indeed.
Values
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We strive to be our client's trusted advisors, to provide fulfilling and meaningful careers to our team members, and to use our resources to make our community better. Integrity: We believe in doing the right thing simply because it is the right thing (even if no one is looking). Family: We believe family is the fundamental building block of our society, and we encourage family time.
BGA Team
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Jaime, one of the founders of Benedetti, Gucer and Associates, is a partner at the firm and a practicing Financial Planner. A native of Colombia, Jaime holds a degree from the University of Dayton and Georgia State University, as well as Certified Financial Planner and Chartered Retirement Planning Counselor designations.
Advisors
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Russell Clarke grew up in a mill town of 900 people in North Carolina. Even though he had a very sheltered upbringing, he always knew he would leave and make his mark. He started on that journey when he attended the University of North Carolina, Chapel Hill, in 1973. After graduating, he stayed in Chapel Hill a couple of years before moving on to the adventure of a lifetime.
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