Gerald Butrimovitz Wealth Advisory

Gerald Butrimovitz Wealth Advisory provides in-depth financial counseling, retirement planning, estate planning, tax planning, protection planning, and investment management. Led by Dr. Gerald Butrimovitz, the firm tailors its services to the individual needs of clients, including families, trusts, estates, business owners, and retirement plans. The process typically begins with an initial meeting, followed by hourly financial planning sessions to create a customized financial plan. Once the initial plan is completed, clients may transition into an ongoing fixed-fee relationship that includes regular meetings, phone consultations, asset allocation recommendations, and coordination with other professionals such as Certified Public Accountants and estate attorneys. The firm operates on a non-discretionary basis, meaning clients must approve transactions before they are executed.