Gerhardt Clemans Wealth Management, INC.

Gerhardt Clemans Wealth Management (GCWM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. GCWM creates an Investment Policy Statement for each client. GCWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. Financial planning services are also offered, covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.