Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management is a renowned independent investment advisory and a leader in fintech innovation. Founded in 2010, GK is one of the fastest-growing and most influential independent wealth and investment management firms in the country. Gerber Kawasaki specializes in comprehensive financial planning and wealth management services to assist clients at any stage of their lives toward attaining their financial goals. The firm focuses on multiple investment themes with potential widespread impact to create a growth-focused portfolio of large, mid and small cap stocks. Through its two financial planning programs, wealth building and wealth management, Gerber Kawasaki helps not only wealthy clients manage their assets, but also educates younger individuals and families on the financial strategies needed to build wealth for the future.
ABOUT GERBER KAWASAKI
Gerber Kawasaki is an independent financial advisory firm founded in 2010 by Ross Gerber and Danilo Kawasaki.
GK employs a thematic investment strategy, targeting companies positioned to benefit from transformative societal changes.
The firm has been featured in major financial news networks worldwide, including Bloomberg, CNN, CNBC, Forbes and more.
As of December 2024, the firm oversees over $3 billion in assets under management.
GK EXPERTISE
Gerber Kawasaki offers solutions for all of your financial planning needs, including wealth building, wealth management, and high-net worth.
Their approach is driven by thematic investing, diving deep into sectors poised for growth, including cutting-edge AI technology, sustainable climate solutions, vibrant consumer trends, promising real estate ventures, and transformative healthcare innovations.
Tax and Accounting.
Gerber Kawasaki created a technology-enhanced Tax and Accounting service for clients that streamlines, optimizes, and simplifies your tax preparation and filing.
Life Insurance.
The firm helps you choose the policy that is right for you, whether its temporary, term insurance, or permanent insurance.
Corporate Retirement Plans.
The firm simplifies the process for businesses to offer valuable benefit programs to their employees.