It's not that we have anything against inherited wealth. It's just that most of our clients have built theirs the same way we've built our firm: Through hard work. Which means we know better than most wealth management firms how to protect and grow the results of lifetime's labors.
And while Benedetti, Gucer & Associates lays no claim to being the favorite wealth management firm for "old money, " we have earned a reputation for rock-solid integrity and service to clients that is the envy of such firms.Perhaps that's why a significant amount of money - both old and new - has found its way to us.
And while Benedetti, Gucer & Associates lays no claim to being the favorite wealth management firm for "old money, " we have earned a reputation for rock-solid integrity and service to clients that is the envy of such firms.Perhaps that's why a significant amount of money - both old and new - has found its way to us.
Services
It isn't that these business owners are dumb. After all, they didn't build their businesses by being stupid. Nor is it because sellers routinely get cheated. Buyers will take any advantage that comes their way, of course, but they're usually not dishonest. No, most businesses sell for less than they're worth because of one simple reason: They haven't been prepared for sale.
Studies show that some 75% of all Americans reaching retirement age have less than $30,000 socked away to take them through their golden years. And when you consider that people will need about twenty times their annual income to maintain their standard of living, for those folks the future looks bleak indeed.
We strive to be our client's trusted advisors, to provide fulfilling and meaningful careers to our team members, and to use our resources to make our community better. Integrity: We believe in doing the right thing simply because it is the right thing (even if no one is looking). Family: We believe family is the fundamental building block of our society, and we encourage family time.
Jaime, one of the founders of Benedetti, Gucer and Associates, is a partner at the firm and a practicing Financial Planner. A native of Colombia, Jaime holds a degree from the University of Dayton and Georgia State University, as well as Certified Financial Planner and Chartered Retirement Planning Counselor designations.
Russell Clarke grew up in a mill town of 900 people in North Carolina. Even though he had a very sheltered upbringing, he always knew he would leave and make his mark. He started on that journey when he attended the University of North Carolina, Chapel Hill, in 1973. After graduating, he stayed in Chapel Hill a couple of years before moving on to the adventure of a lifetime.
Reviews (9)
Tim Cook
Jan 11, 2019
Report
We have been with Jaime and his team since our former financial adviser retired. Jaime and his thoughtful team have helped us navigate some scary times (such as the 2007-2011 recession), and by helping to "talk me off of the ledge" when things got scary, he has helped us return to both solvency and prosperity. We would thoroughly recommend Jaime and the rest of the team to anyone who is serious about their money.
Lee Swafford
Jan 06, 2019
Report
Jed Fearon
Dec 08, 2018
Report
Benedetti, Gucer & Associates is a high integrity outfit. I would recommend them without hesitation to any firm with a qualified retirement plan who wants to get an objective second opinion. Their business model is also similar to the managed IT services firm where I work; which makes for easy introductions to our clients. And that's the ultimate test of trust. I am personally very well acquainted with Jaime Benedetti and can always trust him for good ideas without an agenda.
Michelle Cook
Nov 03, 2018
Report
Hunter Hunter
Oct 30, 2018
Report
Cassandra Anton
Aug 18, 2018
Report
Jerry Banks
Jul 03, 2018
Report
Eric Mintz
Jun 16, 2018
Report
Chris Cotter
Jun 17, 2017
Report
Coming from a spender, Jamie has focused my wife (the saver) and I on our future. We have been with him for 7-8 years and we can literally see the progress of our future based on the educated guidance and execution from Jamie. We are in it for the long haul and I believe in what Jamie is doing for us... it is hard to argue with the figures and Jamie and team are making it happen!
