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BOUTIQUE

WEALTH TRANSFER  FIRM

Specializing in Advanced Planning Strategies for Estate Planning, Retirement Planning, and Wealth Preservation

 

PRACTICE

AREAS

Life Insurance

 

Helping clients find the best policy for their family or their business utilizing Term Life, Universal Life, and Whole Life contracts.

Annuities

 

Helping our clients realize which annuity, if any, make sense for their financial plan.

Retirement Planning

 

Helping our clients reduce market risk regarding the security of their retirement plans.

Estate and Wealth Transfer

 

Helping clients develop strategies that allow them  to accomplish their objectives regarding their next generation, tax mitigation, and protecting their assets.

Charitiable Planning

 

Many of our clients, not all, but many have aspirations to give back to organizations that they believe in - we help them do it with the highest degree of efficiency and impact.

Business Succession Planning

 

Helping our clients understand their options and implementing plans that provide the greatest degree of comfort, control, and financial prosperity.

practice_areas

OUR VISION

Gannon Wealth Security Partners was founded on a principle that the financial services industry can be done better - with a greater purpose to help benefit those who wish to maximize their finanical certainty and the financial future of those who will follow in their footsteps.

 

GANNON

Our Founder's mother's maiden name.

 

WEALTH

There are many diffent forms of wealth outside of just financial abundance.  Wealth 

comes to us in the form of Health, Social Network, Intellectual Property, Family, Businesses, Traditions, 

Reputation, Family Values, and many other things that people value most.

 

SECURITY

Once a person, family, or business understands which form of Wealth they value most - what 

can they do to protect it?  How important is it to protect? Do they have a team knowledgable about 

the strategies that can reach their objectives to help them protect it?  

 

PARTNERS

We believe that we are not the author's of your financial plan, but merely the editors - our advisors

strive to Partner with our clients to help them author their own financial plan, estate plan, retirement plan, 

legacy plan, tax mitigation plan - doesn't it make more sense to partner with someone to achieve your goals

than to be lectured by someone on how to do it?

 

our_vision

OUR LEADERSHIP

JIM EVANS
PRESIDENT

Tel: (718) 704-0900

jim@GannonWSP.com

ATTORNEYS

CONTACT

 

GANNON WEALTH SECURITY PARTNERS

OUR ADDRESS

132 21ST STREET, BROOKLYN, NY 11232

Email: NEWCLIENT@GANNONWSP.COM
Tel:  (718) 704-0900

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

contact

© 2023 by Gannon Wealth Security Partners

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