Gunther Wealth Management

Gunther Wealth Management is a financial planner in Rome, New York, serving individuals and families with personalized wealth management, retirement strategies, investment and asset management, trust and estate planning, tax loss harvesting, insurance planning, and next-generation financial consulting. The firm offers a concierge-style approach, emphasizing long-term relationships and fiduciary responsibility, with services available both locally and across the country through virtual consultations. Clients in Rome and surrounding areas benefit from dedicated advisors who tailor strategies to individual goals, values, and risk profiles. The firm holds a 5.00 rating based on customer reviews, reflecting strong client satisfaction.

The firm’s website highlights its commitment to building meaningful, client-centered relationships, with a team led by Joe Gunther, CFP®, AIF, and Austin Marx, who bring specialized credentials and a holistic approach to financial planning. As a fiduciary, Gunther Wealth Management is legally obligated to prioritize clients’ best interests, ensuring transparency and trust in every interaction. Services include comprehensive retirement planning, including 401(k) rollovers and conversions, strategic investment management, and estate and trust planning supported by experienced professionals. The firm emphasizes education and empowerment, helping clients make informed decisions that support long-term financial well-being.

Located at 203 W Dominick St in Rome, the office sits just a short walk from City Hall/Liberty Plaza and Rome City Hall, near the intersection of North and South George Streets. It is also situated about a mile from South James Street and a short distance from Erie Boulevard West, placing it within the heart of the city’s central business district.

With a reputation for integrity, personalized service, and client-focused planning, Gunther Wealth Management stands out as a trusted financial partner in Rome, helping residents secure their financial futures with clarity and confidence.