Gary Zermuehlen

Background

About Gary Zermuehlen

We are a wealth strategy consulting firm that provides high net worth clients solutions to elevate their wealth to significantly higher standards. Our quarterbacking approach ensures that our client's financial team is collaborating in order to deliver significant savings & bottom-line increases. Clients typically seek us out because they carry the pain of paying way too much in taxes, they know that there are opportunities to optimize how they grow wealth (and are anxious to get access to those strategies), and they are typically worried because they don’t have a well-defined exit plan that strategically positions them for the future. We empower our clients to optimize their wealth creation efforts by leveraging wealth strategies which go beyond 401(k)s, IRAs and other typical savings accounts to minimize taxes, maximize growth & increase future income streams. We work with 7 and 8 figure annual revenue Business Owners, C-Suite Executives and Highly Skilled Professionals such as Surgeons, Pilots, etc. BENEFITS of our services- Access opportunities for significant portfolio optimization, reduced risk, & increases in retirement income by as much as 60%+- Develop a truly customized & holistic wealth strategy plan designed for you and your bottom line - Access to strategies that may help reduce taxes by 30%+ YOY - Our job is to ensure our clients are empowered to understand all of the options they may have been missing out on to elevate wealth - Feeling of relief and control knowing that your money is working for you in the most optimized ways possible If you are interested in tested and proven approaches that will help you optimize your portfolio and keep more of the money you may otherwise pay to taxes, message us via LinkedIn or email Strategy@Excelstra.com