Wealth Management and Tax Advisory That Affords You More Time to Focus on What Matters Most
Relieve yourself of the burden of playing intermediary between disparate financial providers.
Access investment opportunities, sophisticated wealth planning, and multidisciplinary financial expertise—all under the Geller umbrella.
Gain peace of mind with Geller as your financial advisor.
Digital Client Experience Through myGellerCFO
myGellerCFO, our award-winning digital client platform1, offers secure and streamlined access to your account information whenever, and wherever, you need it.
- Personal wealth information
- Secure file-sharing
- Project and task management collaboration with your Geller Team
- Strategic insights
- Accessibility from both desktop and mobile devices
myGellerCFO is directly integrated with our investment portfolio accounting and reporting system, as well as our interactive financial planning technology, to provide you with a modern and efficient client experience.
Steadfast Guidance and Communication
Each client receives direct access to our business leaders, as well as a dedicated team of Geller professionals focused on delivering personalized, proactive service.
Our client service model is powered by the high standards we set for professional collaboration and performance. We believe that providing exceptional client service means demonstrating expertise that goes beyond routine financial management. We aim to be trusted, proactive thought partners who work across disciplines to deliver actionable insights that help our clients achieve their goals, even in the most challenging times.