Gunder Wealth Management, LLC

Gunder Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plan sponsors, providing investment management, comprehensive and one‑time financial planning, and retirement plan consulting. The firm offers ongoing portfolio supervision and planning services delivered through discretionary or non‑discretionary arrangements and also provides limited employee benefit plan advisory services.

The firm’s investment process is grounded in modern portfolio theory and strategic asset allocation, blending passive and active vehicles and, where appropriate, allocating to third‑party independent managers. Portfolios may include alternatives, fee‑based annuity contract oversight, socially responsible ETFs, and — when suitable for a client’s objectives and risk tolerance — exposure to digital assets; Gunder Wealth regularly monitors independent managers to keep allocations aligned with client objectives.

Gunder Wealth is SEC‑registered and, as a two‑advisor firm managing roughly $139 million for about 105 clients, has a higher asset base per advisor than many peers in the supported category. It accepts client compensation only (no commissions), explicitly discloses that a firm principal holds an insurance license but does not receive commissions on client sales, and recently revised its fee arrangements for very large accounts — features that may be less common among similar‑sized advisers.