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Our Mission


Our mission is to support women in successfully navigating life's personal and financial transitions such as retirement, divorce, widowhood, and career changes

We work with you to design options to meet your short and long term personal and financial objectives. When life changes, we crystallize what adjustments need to be made to continue working toward your desired outcome. We earn your trust by listening intently to your needs and by building personal relationships that last. Personal relationships are the cornerstone of our firm.
 

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 Securities and Investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Gerhart Group is not affiliated with SagePoint Financial Inc. or registered as a broker/dealer or investment advisor.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, HI, KY, MI, NM and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.