It’s personal.
At allwealth Planning, we believe in the power of personal connection. Finances are a deeply personal and integral part of people’s lives. That is why at allwealth we focus on building ongoing relationships with our clients. Only by truly connecting with clients can we then craft a financial strategy that is in tune with their values and goals.
We are driven by helping others. Whether it’s guiding someone towards their financial goals or contributing to our community, making a positive impact is what matters to us.
We value independence.
At allwealth Planning, we're an independent firm of experienced financial professionals dedicated to prioritizing your needs above all else. We believe that independence is crucial to ensuring your best interests are always at the forefront of our advice and services and is part of why we founded this company. Your financial well-being is our top priority.
Your allwealth team is committed to:
- Providing a welcoming environment
- Listening and hearing your perspective
- Building ongoing relationships
- Delivering a thorough and transparent financial process
- Giving back to the communities we live in
Hello from the team!
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Eric Bottolfsen
Co-Founder, Financial Planner
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Howard Gershkowitz
Co-Founder, Investment Director
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Robert Gershkowitz
Co-Founder, Financial Planner
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Heidi Engel
Operations Manager
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Mandy Gayken
Client Services Associate