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YOUR PARTNER FOR SUCCESS
Protecting Your Life Style
By using a disciplined financial planning process,
we help you to protect the lifestyle that you’ve worked so hard to achieve, for a long and comfortable retirement.
Who We Serve
If you’re in your 50’s or 60’s with a portfolio in excess of $500,000 and lack the time, the desire, or the experience to manage your investments, we can help.
We would consider it an honor and a privilege to help educate and guide you in making well-informed decisions that can protect you and your family’s lifestyle.
What is important
Our principal and most important commitment is to help you to achieve your goals.
WHO WE ARE
Experience a different type of advisory relationship
We are a Registered Investment Advisory (RIA) firm specializing in Retirement Income Planning and Wealth Advisory Services for families in their 50‘s and 60’s who want to protect their lifestyle into retirement.
In 1995, after having directed Kidder Peabody’s Private Wealth Management Group’s Washington D.C office, Bill Geiger founded a boutique independent financial planning firm to represent his clients and their interests, rather than any specific brokerage firm.
Today, Geiger Wealth Management serves as a fiduciary partner to our clients and provides unbiased, transparent advice aligned with our client’s goals
With over 30 years of financial planning experience, Bill is a nationally recognized radio host, best selling author, trained economist and a personal wealth coach. He has been featured in the Wall Street Journal as well as Newsweek magazine as a “Financial Trendsetter” and USA Today as a “Financial All-Star”. He has appeared on ABC, CBS, NBC and FOX discussing changing trends in retirement planning for high net-worth families.
Bill has a bachelor’s degree in Economics from the University of Maryland, and an MBA from the Kogod School of Business at American University where he was a scholarship recipient of the Washington Society of Investment Analysts.
WEALTH ADVISORY SERVICES
As an independent Registered Investment Advisor, we have a fiduciary obligation to you our client, not to a brokerage company or an insurance company. We are able to seek out the best tools available in the financial marketplace to build and manage your portfolio no matter where they are found.
World Class Managers
Whether it be world class professional money managers such as Alliance Bernstein, Blackrock, Canterbury and Global Wealth; or Annuities and
Insurance products from firms such as Allianz, ING, and New York Life, we use the best financial tools available today to achieve your goals.
Through education, advice and guidance our mission is to empower you to make informed decisions to protect and grow your portfolio and to protect your family’s lifestyle in retirement.
Geiger Wealth Management Copyright © 2014. All Rights Reserved. John Hancock Center 875 N. Michigan Ave. Suite 3100 Chicago, IL 60611Phone: (312) 448-7234 Fax: (312) 268-5500