Sandra Gontero
Founder and Chief Executive Officer of Epoch Wealth Management
- Role
- Chief Executive Officer at Epoch Wealth Management, Llc
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Sandra Gontero
Sandra Gontero has been providing comprehensive wealth management services to individuals…
Experience
Chief Executive Officer
Jan 2016 — Present · Chagrin Falls, OH, US
Epoch Wealth Management\'s mission is to provide our clients with the best path to wealth accumulation, preservation, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with clarity and advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client\'s wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward their financial goals, maximizing the family’s enjoyment of their wealth now and in the future. Epoch Wealth Management is an Independent RIA, registered in the State of Ohio. For more information check out our website SpecialtiesFinancial planning, financial education, tax planning, investment planning, retirement readiness, risk management, estate planning,
Education
Xavier University
BSBA, Accounting
1979 — 1981
Skills
- Estate Planning
- High Net Worth Individuals
- Retirement Planning
- Asset Allocation
- Banking
- Accounting
- Investment Advisory
- Tax
- Wealth Management Services
- Financial Analysis
- Asset Management
- Strategic Financial Planning
- Strategic Planning
- Financial Planning
- Finance
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