Giltner & Associates

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Cleveland
CRD Number
Website giltnerandassociates.com
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Overview

Giltner & Associates operates under the guiding principles of "Guide, Grow, Protect" and has been serving clients for over fifty years. The firm offers comprehensive services specifically tailored to the needs of affluent families, institutions, and closely held businesses. These offerings encompass critical areas such as insurance, investments, financial planning, and executive compensation. The firm is dedicated to providing clients with a clear, thorough roadmap for their financial future, utilizing experienced personnel and advanced financial planning software to deliver accurate and impactful recommendations. Giltner & Associates also specializes in generational planning, focusing on liquidity needs for complex and large estates, and often collaborates with clients' trusted advisors, such as accountants and attorneys, to address concerns like charitable giving, estate liquidity for tax planning, and the quality of legacy passed to heirs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Giltner & Associates

Platform Details

Investment Preferences

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