Geremia Financial Services
Guiding individuals, families, and businesses through times of uncertainty — with expertise that spans generations.
Our Foundation
Since its founding, Geremia Financial has guided individuals, families, and family businesses through times of uncertainty and transition. Today, we provide expert, comprehensive advice across key wealth management areas — investing, spending, managing, and protecting wealth. Our distinct approach, built on a deep understanding of our clients, has fostered strong, lasting relationships that often extend across generations.
Our Strategy
Balancing the pursuit of growth opportunities with risk management is at the core of everything we do. Our approach includes risk-adjusted portfolio management, ongoing monitoring, and making adjustments to respond to changing market dynamics. By balancing growth and risk, investors can work toward achieving sustainable, stable returns over time.
Investment Philosophy
Our investment philosophy was established in 2001 in response to the significant financial losses experienced by investors during the technology bubble and the ensuing recession. With over 100 years of combined experience at both the individual and institutional levels, we are dedicated to helping our clients achieve their financial goals. We offer investment management services on a fee-only basis, ensuring that our recommendations are always in the best interest of our clients, free from any conflicts of interest related to product sales or commissions.
GFS offers a range of investment strategies grounded in our proprietary investment philosophy. Our goal is to build diversified portfolios that include a mix of stocks, bonds, options, exchange-traded funds, and short-term cash equivalents, incorporating a variety of investment styles, market capitalizations, and geographic regions. We also offer customized solutions tailored to specific client needs, such as concentrated positions, compliance considerations, and restrictions on certain securities.
Our Promise
Geremia Financial is dedicated to delivering the highest standard of service to our clients. We hold our team to the highest levels of accountability, ensuring that our clients' expectations are not only met, but exceeded.
We take pride in offering comprehensive wealth management services that integrate investment management with relationship management. This includes collaborating with your trusted advisors — such as estate attorneys and accountants — allowing us to streamline and simplify your complex financial affairs.
