Purposeful Planning. Evidence-Based Investing. Coaching for Real Life.
At Gemini Wealth, we’re more than financial advisors—we’re investor coaches, strategic partners, and educators. We rise above market noise and one-size-fits-all advice with a straightforward, academically grounded approach — rooted in evidence, integrity, and ongoing coaching — so your money aligns with what matters most.
Our Mission
Our Philosophy
Core Beliefs that Shape Our Work
Markets Work
We trust market efficiency and reject speculation, stock-picking, and timing – favoring Nobel Prize-informed research and long-term evidence.
Discipline Wins
Humans aren’t wired to invest well – emotions and instincts push us to make poor decisions in times that prudence and discipline are demanded.
We can’t control markets, but we can control decisions and behavior.
Our process creates structure; our coaching helps you notice those impulses and stay on plan through every market cycle.
We are wired to react; investing rewards restraint.
Education & Coaching Creates Confidence
When you understand how markets work—and how your plan supports your goals—you’re more likely to stay the course. We don’t just manage money; we teach, coach, and equip you to make better decisions when the stakes are high.
Your Money Has Purpose
Your plan should reflect your goals—not someone else’s definition of success.
We help you align your financial resources to serve what truly matters to you.
Clear Communication & Proactive Partnership
Because strong communication is central to that process, we focus on simplifying complex ideas, responding to evolving needs, and acting as a partner for your life and business.
We provide clear, thoughtful, and proactive guidance every step of the way.
Why 'Gemini'
Confidence Without Guesswork
From Goals to Disciplined Action
Are We the Right Fit?
Choosing the right advisory partner is pivotal to your long-term success. Explore the points below to see how our approach aligns with yours.
If it resonates, we’d be honored to connect for a complimentary consultation.
We’re a Great Fit For...
- We work best with people who:
- want to feel confident &in control of your financial future
- prefer strategy grounded in data & discipline
- undertand that progress - not perfection - is the goal
- value a trusted, transparent partnership
- are open to education, coaching, & a long-term perspective
Whether you’re building momentum, planning your transition into retirement, or enjoying the life you’ve worked hard to create, we’re here to guide you through every chapter with structure, insight, and support.
We Might Not Be the Right Fit If...
We’re not the right fit if you’re seeking stock tips, market timing, or short-term performance. That isn’t investing to us—it’s gambling.
At Gemini Wealth, we focus on building lasting wealth with disciplined, Nobel Prize-winning evidence-based strategies, and long-term coaching. If you want quick wins, “hot picks,” or someone to call the next market move, there are plenty of places for that—not here, and that’s okay.
We’re for people who want to align money with what matters most to them – their purpose. We believe that investors need to stay focused through market cycles, build clarity and confidence over time—not chase noise or trends, and leverage academic investing principles.
