GORNITZKY SAGE WEALTH MANAGEMENT - Key Persons
As the CEO and a Sr. Financial Advisor at Gornitzky Sage Wealth Management, my primary responsibility is to oversee the entire firm and its operations. I take pride in ensuring that our clients receive the highest level of service and expertise. Specializing in financial planning, avoiding catastrophic losses, reducing overall tax brackets, and insurance services, I strive to provide comprehensive solutions tailored to each client's unique needs. With over 17 years of experience in the financial services industry, I have dedicated my career to helping individuals and families pursue their financial goals.
Throughout my career, I have had the privilege of working at esteemed financial institutions such as Washington Mutual Bank / Wamu Investments where I was a member of the production club which represented the top 5% of advisors in the company, Banc of America Investments / Merrill Lynch where I obtained the honor of being a member of the Executive Club, and Wells Fargo Advisors. Gornitzky Sage Wealth Management was founded in 2018. These experiences have allowed me to develop a deep understanding of the industry and the intricate financial landscape. I hold the Series 7 and 66 securities licenses (held with LPL Financial), as well as the insurance license for Life, Health, and Variable Annuities. Additionally, before embarking on my professional journey, I attended Palm Beach State College where I studied Business Administration.
Over the course of serving as a financial advisor, I discovered my passion for helping people succeed and watching their dreams become a reality. For me, the greatest values I can provide for my clients are integrity, professionalism, and availability. I believe in building lifelong relationships based on trust and transparency.
Outside of work, I reside in Treasure Coast, Florida with my wife, Jacqueline, and our three boys: Nathan, Angelo, and Gianni. In addition to my professional endeavors, I am proud to be the founder of two nonprofits: Give Back 2 Kids Inc and Financial Literacy Foundation, Inc. These organizations allow me to give back to the community and make a positive impact on the lives of others. I also volunteer as a football coach and recruiting coordinator, where I can combine my love for sports and mentorship. During my free time, you can often find me spending time with my family, traveling, fishing, golfing, or simply relaxing on a beach somewhere sitting under a tiki bar.
As the CIO and a Sr. Financial Advisor at Gornitzky Sage Wealth Management, my primary responsibility is to lead clients through our comprehensive financial planning process. I work closely with them to understand their unique needs and develop a tailored Financial Planning Solution that aligns with their goals. Whether it's retirement planning, investment strategies, or business planning services, I specialize in providing personalized guidance and support. Additionally, I am responsible for the development and implementation of complex investment research and insurance strategies. With over 21 years of experience in the financial services industry, I am passionate about helping individuals, business owners, and families pursue their financial goals.
My journey in the financial services industry began at Instinet, where I worked with developers on the "Instinet R&A" application for the company's trading platform. Later, I became a founding partner of Convertbond.com, a convertible bond research portal that was acquired by Morgan Stanley's Institutional Equities Group in 2000. Throughout my career, I have also worked at Pruco, Wamu Investments, BofA/Merrill, and Wells Fargo, gaining valuable experience and insights along the way. In 2018, my business partner David Gornitzky and I went independent with our firm, Gornitzky Sage Wealth Management, where we continue to service clients into the present day. Prior to beginning my career, I obtained a degree in business administration with a concentration in corporate finance from Old Dominion University.