A Letter From David M. Feldman and Gerald B. Goldberg
After much thoughtful consideration, Wechter Feldman Wealth Management (“WFWM”) has decided to merge with GYL Financial Synergies, LLC (“GYL”), a leading investment management and wealth advisory firm headquartered in West Hartford, CT. Since the firm’s founding in 1984, WFWM has always strived to identify opportunities to better serve our clients. GYL and WFWM joining together is a natural and logical progression to ensure security for our clients’ needs.
After several months of our teams collaborating and getting to know each other, we are thrilled to bring together two like-minded firms that care deeply about their clients and share a common approach to financial planning, investing, wealth management, and client service. GYL’s senior principals have been providing clients with comprehensive financial planning and investment management advice since 1996. In 2016, GYL joined Focus Financial Partners, LLC (“Focus”) as an independently managed firm. Presently, GYL has locations in West Hartford, CT, and Westport, CT and has a strong national reach servicing clients in 38 states. With more than $4.7 billion in assets under management and more than $3.5 billion in assets under advisement as of June 30, 2021, GYL provides comprehensive financial planning and investment management advice for high-net-worth individuals, institutions, foundations, and endowments. Most importantly, GYL shares a common vision with WFWM: to put clients’ interests first while providing exceptional personalized service.
Your level of comfort remains our focus, so you will see very few changes in your client experience as a result of this partnership. While the name on the door will change, the firm will remain in the same office location in Parsippany, your accounts will remain at TD Ameritrade under the same account numbers, and your current fee structure will not change as a result of this partnership.
Warmest personal regards,
Gerald B. Goldberg, JD, CIMA®
CEO & Co-Founder
David M. Feldman, CFP®, CSA