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VerifiedFinancial Services· Founded 2006

Benedetti, Gucer & Associates

We are Registered Investment Advisors. Most firms are not. Being an RIA means that we have a legal fiduciary duty to provide suitable investment advice to our clients and to always act in their best interests. But even if we weren’t RIA’s, we’d still do what’s best for our clients. That’s just the way we were brought up. We offer investment options not available to most people. Privately traded REIT's purchased at a discount on the secondary market for example. And private equity and activist investor funds for a couple more. Fact is, we offer every investment option the largest firms do and some they don’t. Along with advice that is much more sophisticated than that offered by our competitors.(Our tax planning advice as it pertains to investments is particularly highly valued by clients.) We don’t believe in “playing the market”. We believe the stock market is a great place to grow wealth. But not necessarily to create it. Most of our clients have created their wealth through their business, their real estate and their practices. They trust us to protect it and help it grow.

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HeadquartersSandy Springs, United StatesEmployees14(11 to 50)Annual revenue$1M to <$10MFounded year2006Websitebgawealth.comLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

14

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

1

tools in use

Monthly traffic

67

organic / mo

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Top roles at Benedetti, Gucer & Associates

7 distinct titles indexed · top 7 shown.

  • 4wealth advisor
  • 2financial advisor
  • 1chief operations officer
  • 1director of memorable client experience
  • 1director of trading and billing
  • 1qualified retirement plan consultant
  • 1wealth manager

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