Wernau Asset Management is a Financial Planner in Gloucester, MA. They provide fee-based discretionary and non-discretionary investment advice as well as family office services to wealthy individuals, business owners, and their families. As a registered investment adviser with the Securities and Exchange Commission, Wernau Asset Management ensures compliance and operates within states where it is properly registered or exempt from registration requirements.
Wernau Asset Management stands out in Gloucester for its comprehensive wealth management and advisory services tailored to high-net-worth clients, making them a reliable choice for sophisticated financial planning needs.