Gornitzky Sage Wealth Management

Gornitzky Sage Wealth Management is a financial-planning-led firm focused on helping clients make purposeful decisions about their wealth. With more than two decades of experience, the firm uses a proprietary discovery process to understand each client’s circumstances, priorities, and risk tolerance, then develops tailored solutions for their financial needs. Its approach aims to help clients protect their financial futures while keeping their personal goals at the center of the plan.

The firm’s services cover retirement and investment planning, estate and insurance planning, tax strategies, and guidance related to money and lifestyle. It also offers services for business owners. The team includes professionals with experience in financial planning and taxation, and emphasizes relationships, integrity, and accessibility. Gornitzky Sage says it prioritizes clients’ interests, provides recommendations intended to be free of conflicts, and remains available to answer questions and offer guidance.

Depending on the advisor, securities services are offered through LPL Financial, while investment advice is provided through Great Valley Advisor Group. The firm serves clients from its office in Stuart, Florida.