GFS
  • About Us
    • What We Do
    • Our Team
  • FAQ
  • Contact Us
  • Geremia Capital
  • Client Login
  • About Us
    • What We Do
    • Our Team
  • FAQ
  • Contact Us
  • Geremia Capital
  • Client Login
Search

About Us 

Picture
​

Stability and Direction

Since its founding, Geremia Financial has guided individuals, families, and family businesses through times of uncertainty and transition. Today, we provide expert, comprehensive advice across key wealth management areas—investing, spending, managing, and protecting wealth. Our distinct approach, built on a deep understanding of our clients, has fostered strong, lasting relationships that often extend across generations.
Picture

Growth While Managing Risk

Balancing the pursuit of growth opportunities with risk management. The core principle is to achieve long-term financial growth while mitigating risks.  The approach typically includes risk-adjusted portfolio management, ongoing monitoring, and making adjustments to respond to changing market dynamics. By balancing growth and risk, investors can work toward achieving sustainable, stable returns over time.
 ​


Our Approach
​

Our investment philosophy was established in 2001 in response to the significant financial losses experienced by investors during the technology bubble and the ensuing recession. With over ​100 years of combined experience at both the individual and institutional levels, we are dedicated to helping our clients achieve their financial goals. We offer investment management services on a fee-only basis, ensuring that our recommendations are always in the best interest of our clients, free from any conflicts of interest related to product sales or commissions.​
​
​GFS offers a range of investment strategies grounded in our proprietary investment philosophy. Our goal is to build diversified portfolios that include a mix of stocks, bonds, options, exchange-traded funds, and short-term cash equivalents, incorporating a variety of investment styles, market capitalizations, and geographic regions. We also offer customized solutions tailored to specific client needs, such as concentrated positions, compliance considerations, and restrictions on certain securities.

Our Commitment

Geremia Financial is dedicated to delivering the highest standard of service to our clients. We hold our team to the highest levels of accountability, ensuring that our clients' expectations are not only met, but exceeded.
​
We take pride in offering comprehensive wealth management services that integrate investment management with relationship management. This includes collaborating with your trusted advisors—such as estate attorneys and accountants—allowing us to streamline and simplify your complex financial affairs.
Our Team
What We Do
Privacy Policy

​Geremia Financial Services, LLC is a Registered Investment Adviser. Custody and clearing offered through Pershing Advisor Solutions a Division of Bank of New York.  Geremia Financial Services, LLC only provides investment advice to persons residing in states where it is properly registered, or excluded or exempted from registration requirements. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states where legally permitted. Please be aware that there are risks associated with all investments and investment strategies. Historical investment performance may not be indicative of future results. It is the policy of Geremia Financial Services, LLC that any e-mail address or other personal information given to Geremia Financial Services, LLC through this website will not be shared with any third party without the sender’s permission. Information submitted to Geremia Financial Services, LLC via this website, other than personal information, will be treated as non-proprietary and available for use by Geremia Financial Services, LLC in its normal course of business.
  • About Us
    • What We Do
    • Our Team
  • FAQ
  • Contact Us
  • Geremia Capital
  • Client Login