Our Process

Our Approach to Wealth Management

Your financial future is important to you and you family. That's why Goernert Wealth Management takes a unique approach to your wealth management needs. To learn more about our process, please watch the video below. 
 

To receive a complimentary second opinion, please contact our team at greg.goernert@canaccord.com. 

Our Process

We adhere to a results-oriented wealth planning process that ensures a disciplined approach to enhancing your wealth. Our Wealth Management Consulting Process has been designed to help you reach your goals by gaining perspective on where you are now and defining where you want to be in the future.