Distinct Wealth Management

At Distinct Wealth Management, we believe that taking an active approach to financial advising is the key to helping our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each individual or family we work with. We take pride in building long-term relationships with our clients, based on trust, integrity, and a deep understanding of their financial goals and aspirations.

Who We Are

Distinct Wealth Management was founded by Jack Gordy and Yolie Kernes, who share a passion for empowering individuals and families to achieve financial success. Our team of professionals is committed to delivering exceptional service and guidance to help you achieve your financial objectives. We take a holistic approach to financial planning, considering all aspects of your financial situation, including your income, expenses, assets, debts, and financial goals. Our goal is to help you make informed decisions that will support your financial well-being and independence for years to come.

Our Philosophy

At Distinct Wealth Management, we believe that every individual or family deserves a personalized approach to financial planning. We understand that everyone's financial situation is unique, and that's why we take the time to get to know each client thoroughly. We focus on building strong relationships, based on trust, open communication, and a deep understanding of our clients' financial goals and aspirations.

Our Services

We offer a comprehensive range of financial planning and investment services, including:

• Retirement Planning: We help you create a customized retirement plan that aligns with your goals and aspirations.
• Financial Planning: We provide personalized financial planning and advice to help you achieve your financial objectives.
• Insurance Planning: We offer tailored insurance solutions to protect you and your loved ones from financial risks.
• Investment Management: We'll work with you to create a customized investment strategy tailored to your financial goals and risk tolerance.
• Gifting Strategies: We'll help you create a plan for gifting your assets to loved ones, minimizing taxes and maximizing the impact of your generosity.

Meet Our Team

At Distinct Wealth Management, we're proud to have a team of experienced professionals who are dedicated to providing exceptional service and guidance. Our team includes:

• Yolie Kernes, Partner and Wealth Advisor, with over 10 years of experience in the financial services industry.
• Stephanie Comer, Wealth Advisor, who joined our team in 2022 and brings a passion for helping individuals achieve their professional and personal goals.
• Valeria Nutter, Client Services Associate, who joined our team in 2023 and brings a strong background in accounting and customer service.

Get Started

At Distinct Wealth Management, we're committed to helping you achieve your financial goals and well-being. Whether you're seeking financial planning, investment management, or estate planning, we're here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving your financial future.