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Frequently Asked Questions
What is fee-only?
Why do I need a financial advisor?
I want to learn more but I’m not sure Gunder is a good fit. What’s the next step?
Who is NOT a good fit for Gunder?
Anyone who thinks I can beat the market or predict the future. Also, anyone who isn’t open to utilizing technology as a means of communication and document storage. Lastly, this is a partnership – if you aren’t willing to put in the effort this relationship won’t work.
Why Gunder vs. another firm OR ROBO advisor?
With increasing financial technology available, investment management has become a commodity in some sense. With the recent growth of robo advisors, this is an amazing time for clients that do not meet the minimums established by traditional firms to obtain the services they need at a reasonable cost. However, many clients want someone to talk to, which isn’t typically available with a robo advisor, as they embark on their financial journey, particularly as situations evolve and get more complex. Having a partnership with a financial advisor who is relatable and simplifies the process is key. My goal is to do more than manage your investments – I strive to deliver an advice-driven experience that you can count on.
What if I don’t live in the metro-Detroit area?
What’s ESG investing?
Why did you name your firm Gunder Wealth Management?
Gunder is the name of the ski run in Beaver Creek, CO where my husband and I got engaged back in 2006. I didn’t know how to ski before we met, but needless to say, I do now!
Gunder Wealth Management, LLC (referred to as "GWM") is a registered investment adviser offering advisory services in the States of Michigan and Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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