It’s a hard thing to admit – but at some point managing your money simply got out of control.
Over the years, your finances became more and more fragmented and now you’re uncertain where you stand.
You are not alone.
We talk to people all day long who are unsure about where their money is, exactly how much they have, and how it’s being managed.
Contact Amanda at: 845-494-2740
It’s time to get the answers and reassurance you need with our experts who:
- Guide you through a process to put your financial house in perfect order – and keep it that way forever
- Coordinate your financial service professionals, ensuring best management of your finances
- Offer support and accountability as you implement a plan that meets your goals
Enjoy life more when you know exactly where you stand and gain confidence and trust in your personal financial management team.
PDE Trusted Advisors free you from the time-consuming task of financial management. We work to understand your unique situation. We will create a strategy so you make smart choices about your money, that will give you the highest probability to achieve your goals. Our commitment is to coordinate and streamline your complex financial holdings.
Meet Amanda
Amanda Gerkens believes in her community and her clients. As owner of PDE Trusted Advisors, Amanda brings her years of financial and entrepreneurial knowledge to affluent families and individuals looking to put their financial house in order.
Amanda opened and operated a Home Health Care Agency for eight years, sold her business, and became an independent financial consultant.
As a resident of Greenwood Lake, Amanda was instrumental in the formation of the Greenwood Lake Friends of the Library and served as president for several years; served as President of the Middletown Rotary; and has chaired many non-profit committees.
Amanda Gerkens and her team at PDE Trusted Advisors coordinate all your wealth management professionals ensuring you meet your financial goals.
Mission Statement
We coordinate all personal financial affairs to keep your financial house in perfect order, so you can live your life.
You focus on:
- Relationships
- Career
- Physical, mental and spiritual health
- Recreation, travel, fun
What people say about working with Amanda
Amanda is very patient and put me at ease. I have such peace of mind having my financial house in perfect order and know Amanda will help me keep it that way forever.
I happily recommend Amanda Gerkens and her professional advice.
I have had the good fortune to be guided through the maze of finance under the capable expertise of Amanda Gerkens. She took on someone absolutely overwhelmed by the system and presented, after careful discussion, the choices for me. I recommend Amanda without hesitation. Thank you Amanda.
Contact Us
Feel free to contact Amanda at:
845-494-2740
amanda@pdetrustedadvisors.com
or complete the contact form and receive a complimentary risk analysis consultation with Amanda.