Broker Check

Gemini Wealth Group

314-888-0123

11960 Westline Industrial Dr.
Suite 235
St. Louis, MO 63146

jportman@thegeminiwealthgroup.com

kward01@thegeminiwealthgroup.com

dhardin@thegeminiwealthgroup.com

Financial Planning

Financial Planning

Your professional resource for Defined Contribution and Defined Benefit Plans.

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Business Services

Business Services

As a business owner, you don’t just serve your customers, you also serve your employees.

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Retirement Services

Retirement Services

Fund your financial future with an individual retirement plan.

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Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.

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WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transactions, and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals. 

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Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

<p>Annuity Comparison</p>

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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