
Anthony S. Gerardi, Sr.email
Fortis Lux Financial
420 Lexington Avenue Suite 2510
New York, NY 10170-2199
Professional Story
I focus on providing wealth management solutions to families, professional executives and business owners. Together with my team, I help affluent clients address their biggest concerns like:
- preserving their wealth
- risk management
- mitigating taxes
- taking care of their heirs
- wealth transfer
- charitable giving
- employee benefits and retention services
- retirement planning strategies
- estate strategies
- business continuation strategies
Languages:
- English
Specialties:
- Insurance Strategies
- Business Owners
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