Home About Us Resources Account View Login Contact Us Richard Gerrity, CPA, CLU, ChFC 5150 Belfort Rd Ste 702 Jacksonville, FL 32256 Phone: Office: 904-281-9256 Toll-Free: 800-482-0389 Fax: 904-281-9257 E-mail: rich@gerrityandco.com Contact Us Please feel free to contact us with any questions. Contact Us Flipbooks You can review interesting Flipbooks on my site. View Flipbooks E-NEWSLETTER SIGN-UP Subscribe to our newsletter and get exclusive news straight to your inbox! SUBSCRIBE NOW Welcome to Gerrity & Co. Private Wealth Management Gerrity & Co. Private Wealth Management has a diverse client base that includes high-net-worth and affluent individuals as well as individual trusts. Our clients are located all across the United States. We take great pride in the fact that the majority of our clients are referred by existing clients and other professional advisors. We are independently owned and have no outside shareholders or corporate ownership. We offer complimentary introductory appointments. This provides an opportunity for you to present us with an overview of your financial situation, concerns and expectations. Together, we can determine if Gerrity & Co. Private Wealth Management meets your expectations and that you will be a positive addition to our clientele. Our goal is to build a long term trust and relationship with you. Provide ongoing financial advice to help you and your family, make sound, educated financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For many of our clients, it is a relationship that spans over multiple generations. We believe that sets us apart from large investment, insurance and banking organizations. We are committed to providing you with objective, creative and proactive strategies to the myriad of financial challenges that you may face throughout your life. Gerrity & Co. provides tailored, objective guidance and investment management services coupled with the intimacy of a privately held boutique firm. It is our steadfast goal to develop and maintain a long term relationship with you and your family. We are dedicated to the financial planning process, the professional code of ethics and continuing education. The professionals in our office possess financial credentials such as Certified Public Accountant, (CPA) Chartered Financial Consultant (Chfc) and Chartered Life Underwriter (CLU). We work closely with your other professional advisors or refer you to our professional affiliates to properly implement your financial plan. Our goal is that our firm becomes the conduit by which all of your financial needs are met. Newsletters A Financial Wellness Plan Can Help Pave the Road to Retirement This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness. Your Business: New Rules for Writing Off Restaurant Meals The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details. International Investing: Opportunity Overseas? Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks. Prepare Your Finances for the Next Emergency The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve. More Newsletters » Calculators Taxable Equivalent Yield Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. College Funding Use this calculator to estimate the cost of your child’s education, based on the variables you input. Working While Collecting Social Security Benefits What will my net Social Security benefit be? LTCI Cost of Waiting Estimate the potential cost of waiting to purchase a long-term care insurance policy. More Calculators » Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA | SIPC. The LPL registered representative may only discuss securities or transact business with persons who are residents of CA, DE, FL, GA, IN, KY, ME, MI, MT, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA. Site Map Back To Top Check the background of this investment professional