Gerald Butrimovitz Wealth Advisory

Gerald Butrimovitz Wealth Advisory provides financial planning services, including in-depth financial counseling, goal setting, retirement planning, estate planning, tax planning, and protection planning. After an initial hourly planning engagement, clients may move to an annual fixed fee relationship that includes meetings, phone consultations, asset allocation recommendations, and consultation with other advisors. Gerald Butrimovitz Wealth Advisory advises on assets on a non-discretionary basis.