Virtuity Financial Competitors

Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios. Founded in 2010 by Ross Gerber and Danilo Kawasaki, GK has established itself as one of the most recognized and fastest-growing independent wealth and investment management firms in the nation. We currently manage approximately $4.78 billion on behalf of more than 10,000 clients. Our model is built around comprehensive, integrated service. From tailored investment strategies for high-net-worth individuals to foundational financial planning for first-time investors, we meet clients at every stage of their financial journey. Our capabilities span investment management, financial planning, tax and accounting, and life insurance, delivered seamlessly under one roof. With no investment minimums, we remain committed to making institutional-quality guidance available to everyone. At GK, CEO Ross Gerber leads a team of advisors with a common mission: to make a difference in the world by providing financial advice, support, and education to our clients. Gerber Kawasaki's executive management team is here to guide motivated and driven individuals toward successful careers. Widely regarded as one of the most influential financial advisors in America, Ross and the GK team regularly appear on CNN, Bloomberg, Fox Business News, and across social media including X, YouTube, Instagram, and TikTok, bringing trusted financial insight to audiences well beyond our client base. Whether you're planning for the future, growing your wealth, or just getting started, Gerber Kawasaki is here to guide the way. Disclaimer and Disclosures https://files.constantcontact.com/5c56520c701/9ad6172f-c332-41d9-b0b4-db3cdac922c0.pdf Investment advice offered through Gerber Kawasaki Inc. is a SEC-registered investment advisor.

At Legacy Wealth we apply time tested truths to help you address your concerns and achieve your goals. These truths guide us not only in the advice we provide, but also in helping you escape the anxiety and uncertainty that so often surrounds financial decision making. Ultimately, this philosophy allows us to fulfill our mission for you, our highly esteemed client. Managing, protecting, and maintaining your legacy means much more than simply avoiding taxes, generating income, and working to maximize returns. While these are obviously critical components of a sound financial program, we help you dig even deeper. We embrace not only the “how” of planning but also the “why” with a desire to help you maximize the impact of your legacy. When a Legacy Plan is complete, you not only know that you have developed sound financial strategies, but you also enter into the joy and contentment that comes from knowing your plan is in alignment with your personal values and timeless wisdom regarding the faithful stewardship of your legacy. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Legacy Wealth, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Person/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.