Patrick Gherity

Background

About Patrick Gherity

Empowering Pre-Retirees & Retirees for Financial Freedom” With over two decades of wealth advisory experience, I specialize in guiding pre-retirees and retirees through the complexities of financial planning. Crafting personalized solutions covering investments, tax planning, insurance, and wealth transfer, I ensure alignment with clients’ unique goals and aspirations. Leveraging resources from Frandsen Investment Services and LPL broker dealer, I deliver tailored strategies aimed at securing financial security and peace of mind in retirement. My mission is to empower individuals to make informed decisions that lead to a fulfilling and worry-free retirement lifestyle. Beyond work, I enjoy spending quality time with my wife, exploring new destinations, and retreating to our cabin in northern Wisconsin with family and our dog, Dylan. A dedicated supporter of Minnesota sports, I enjoy sharing the highs and lows of each season with fellow enthusiasts. Connect with me to start planning your ideal retirement lifestyle and discover how we can work together to achieve your financial goals. Please direct all business communications to me at patrick.gherity@frandseninvestment.com