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Gary Link (CFP®, RICP®)

Gary Link focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • ExPat and Cross Border Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Gary Link is the Partner at Red Lighthouse Investment Management responsible for financial planning. Gary has over 35 years experience in the financial services industry.  Prior to joining Red Lighthouse, Gary was CEO and Founding Partner of Stoneworks Asset Management LLP, a London based institutional investment management firm.  Gary spent much of his career at JP Morgan including experience in private wealth management as Managing Director in JP Morgan’s Private Bank. 

Gary is a CFP® and a Retirement Income Certified Professional®. The firm's approach to financial planning is comprehensive, including helping clients assess income needs during retirement, tailoring investments to retirement goals, ensuring families are appropriately insured, and have detailed estate and legacy plans in place. In addition to asessing whether families have adequate savings for their retirement goals we look at how to structure savings and retirement cash flows in the most tax effective way. We look to optimize social security claiming strategies, and focus on planning for health care costs, including long term care needs. We also work with clients to develop charitable giving plans.

When Gary is not working you are likely to find him in Vermont either mountain biking, skiing, or cooking - or visiting family.

NAPFA Start Date

November 01, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1939 Sugarbush Access Rd Warren, VT 05674-9750 Phone: (802) 498-7219
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Other Offices

200 W 67th St Apt 24E New York, NY 10023-0105 Phone: (802) 498-7219
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