Justin von Gortler works with families, business owners, and CEOs to design custom wealth management strategies that integrate business operations, investments, and cash management needs.
He provides goal-driven planning, investment advice, and portfolio management, along with access to insurance, lending, and cash solutions — all tailored to simplify and enhance his clients’ financial lives.
Justin also leads planning services for closely held businesses, with a focus on liquidity strategies, investment banking coordination, and succession planning. His expertise includes corporate retirement plans, executive benefits, and key person insurance, helping business owners protect and grow their enterprises.
Beyond his professional achievements, Justin is a devoted family man. He is a loving husband and proud father of two boys, with family values deeply rooted in his identity. His Golden Retriever pup, Thor, brings energy and joy to daily life. In his free time, Justin enjoys hitting the tennis court, where his passion for the sport reflects his commitment to a balanced and active lifestyle.
Services Include
- Asset Management
- Financial Planning
- Cash Management and Lending ProductsFootnote2
- Life Insurance
- Long-term Care Insurance
- Planning for Education Funding
- Stock Plan Services
- Corporate Retirement Plans
Securities Agent: UT, CA, TN, AZ, DE, HI, WA, SC, NY, FL, OR, MN, ID, DC, AK, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1301215