The American dream is an idea which people have esteemed since before the inception of our great country. It can come to fruition with three key ingredients: an aim, lots of hard work, and ambition. The pursuit of our goals is almost an inherent character trait among Americans. If it is learned, it is learned before we even enter kindergarten. We recite the Pledge of Allegiance as children, and shortly after that, we are taught we can grow up to be anything to which we put our minds.
For some these words are just the rhetoric of childhood, but for those who hold tightly to their aspirations, it can become a true calling and push them closer and closer to their goals. For the few who manage to chase down their dreams with vigor and wild abandon, America can honestly feel like a country where the streets are paved with gold.
The thought of the American dream is often accompanied by premonitions of large scale wealth accumulation. For those who earn a personal fortune, the next step in sustaining their dream is learning to manage and invest their money wisely. If you find yourself in this kind of situation, there is a wealth management firm in Atlanta, Georgia that can help make sure your hard-earned money does not slip through your fingers.
The wealth advisers and financial planners of Benedetti, Gucer and Associates (BGA) truly embrace the American dream because they are also the products of its allure. The partners at BGA, Jaime Benedetti and Bob Gucer, were both born abroad, Jaime in Colombia and Bob in Turkey.
They have both worked tirelessly to establish themselves as trusted wealth advisors, and the boutique wealth management firm that they founded has earned a reputation for integrity in an industry riddled with negative public perceptions. Many of the clients who utilize the services of BGA are self-made and have earned their money as the result of hard work and an unwavering commitment to their craft, just like Jaime and Bob. So who better to protect and grow your assets than a firm who is a living embodiment of the American dream?
BGA is a Registered Investment Advisory firm specializing in wealth management and corporate retirement plans. They approach their craft with honesty and integrity, and they believe in a holistic approach to financial planning. Benedetti, Gucer and Associates is also a fiduciary, and as such, they are obligated by law to put their client’s needs ahead of their own interests. The consultants at BGA work to produce optimal returns for their clients, and they do so by creating individualized plans which take into consideration each client’s risk tolerance, time horizon, and short- and long-term objectives. Benedetti, Gucer & Associates manage assets totaling approximately $100 million and work with clients across the United States.
Many of their clients are what are commonly referred to as the “millionaire next door”, blue collar individuals who began saving early in life, lived frugally, and have accumulated enough wealth for a comfortable retirement. They are now at a time in their lives where they want to enjoy the fruits of their labors. This often involves travel, spending time with their loved ones, and ensuring that the values that made them successful are passed on to their children and grandchildren. The advisors at Benedetti, Gucer & Associates’s help them to grow their nest egg so that it not only lasts for the duration of their lives, but continues to grow into a legacy that they can leave to their loved ones.
Into the future...
When you are finally ready to embark on retirement, do so with the knowledge that your wealth is continuing to grow.
With years of experience to rely on, Benedetti, Gucer & Associates excel in many areas of financial planning and wealth management. They specialize in designing and managing 401(k), Profit Sharing, and Defined Benefit Plans for corporate clients, a niche few financial advisors truly understand. Many of these clients have built successful businesses, and turn to Benedetti, Gucer & Associates to help them navigate the complexities of corporate retirement plans. BGA capitalizes on their unique expertise by helping their corporate clients to better evaluate the investments in their existing retirement plan, make improvements to the plan design, and shop providers to lower the overall cost for their employees.
When thoughts of the American dream are evoked, many people envision themselves sharing their wealth and joy with generations to come. Every parent dreams of giving their children the opportunities that they never had. Receiving sound financial advice from advisors who put your interests ahead of their own can help ensure that your family’s american dream becomes a reality.
The views expressed represent the opinions of Benedetti, Gucer & Associates and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on Benedetti, Gucer & Associates’ Form ADV Part 2, which is available upon request.
The use of the term “RIA” does not imply a certain level of skill or training.
The Five Star program is the largest and most widely published wealth manager award program in North America. The research process for the Five Star Wealth Manager firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation.