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Our Story

Our story began with a simple question. A question about whether there was a more efficient way to produce income in retirement. That question led to the discovery of a new investment strategy called the Portfolio Waterfall.  

Client Centered

Over several years, the Portfolio Waterfall investment strategy evolved into a comprehensive planning process. As we shared the Portfolio Waterfall strategy, like-minded advisors began meeting regularly to explore and refine the principles we were discovering. 

The Gestalt Financial Group emerged from that original group of advisors, expanding our ability to develop resources that accelerate advisor success and improve client outcomes.

It's in our name - Gestalt. Together we can accomplish more than all of us could alone.