We are a Ukrainian company. We stand with our colleagues, friends, family, and with all people of Ukraine. Our message

De Thomas Wealth Management

Email address and contacts

Quick try with Gerald L Goertsen Cfp Epc from dethomaswealthmanagement.com

De Thomas Wealth Management company description

You will quickly find we are a totally different type of investment firm than any other you have encountered. How many other investment firms have told you... "that you are in a life and death struggle with the investment industry. The investment industry is built on people trading and the more they trade the better it is for them (not you)." We wholeheartedly agree with noted financial author-turned-investment advisor Dr. William Bernstein who puts it this way - "investment brokers service their clients the way Bonnie and Clyde serviced banks." Why are we different? Since you have taken the time to visit our website, do not waste it. We have put information on our site designed to make you, the reader, a more educated investor. We believe that better education and knowledge will make you a more powerful investor.

Key Employees

  • Gerald L Goertsen Cfp Epc
    Certified Financial Planner® and Elder Planning Counselor
  • Wayne Lennea
    Branch Manager
  • Tabassum Bhayani
    Compliance Officer

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New team members of De Thomas Wealth Management

Susan Tabachnick
Corporate Branch Manager, Compliance
Jason De Thomasis Bmos Cfp
Certified Financial Planner®
Jon Walker Pfp
Financial Planner, Business Owner, DeThomas Wealth Management
Jason De Thomasis, BMOS, CFP
Certified Financial Planner®
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